Forvis Mazars Wealth Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Forvis Mazars Wealth Advisors’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	-3,758	Closed	-$351K	–	156
2014 Q3	$351K	Hold	3,758	–	–	0.06%	103
2014 Q2	$309K	Sell	3,758 -3,700	-50%	-$286K	0.05%	109
2014 Q1	$552K	Hold	7,458	–	–	0.1%	100
2013 Q4	$602K	Hold	7,458	–	–	0.11%	96
2013 Q3	$595K	Buy	+7,458	New	+$618K	0.12%	97

Other funds holding KMP

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

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 $381M AUM 42.16% 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 $900M AUM 31.19% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KMP Position: Q4 2014 in Review

Forvis Mazars Wealth Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 3,758 shares — an estimated $351K sold.

Forvis Mazars Wealth Advisors first reported a position in KMP in Q3 2013 and held it in 5 quarters. The position peaked at $602K in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Forvis Mazars Wealth Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 3,758 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $351K.
Forvis Mazars Wealth Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q3 2013 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $602K in Q4 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.