FWM
KMP

Focused Wealth Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Focused Wealth Management’s Portfolio KMP Stock Details KMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,266
Closed -$118K – 759
2014
Q3 		$118K Buy
1,266
+107
+9% +$9.52K 0.09% 122
2014
Q2 		$95K Buy
1,159
+354
+44% +$27.3K 0.07% 136
2014
Q1 		$60K Buy
805
+3
+0.4% +$233 0.05% 159
2013
Q4 		$65K Buy
802
+5
+0.6% +$403 0.05% 156
2013
Q3 		$64K Buy
+797
New +$66K 0.06% 145

Other funds holding KMP

SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
GIM
Groesbeck Investment Management Paramus, New Jersey $62.8M AUM 52.32% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
WCM
Wunderlich Capital Managemnt Memphis, Tennessee $224M AUM 21.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Focused Wealth Management's KMP Position: Q4 2014 in Review

Focused Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 1,266 shares — an estimated $118K sold.

Focused Wealth Management first reported a position in KMP in Q3 2013 and held it in 5 quarters. The position peaked at $118K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Focused Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Focused Wealth Management sold 1,266 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $118K.
  • Focused Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q3 2013 and held it in 5 quarters.
  • Focused Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $118K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Focused Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.