Gary Goldberg Planning Services’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Gary Goldberg Planning Services’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	-1,180	Closed	-$110K	–	513
2014 Q3	$110K	Hold	1,180	–	–	0.05%	145
2014 Q2	$97K	Sell	1,180 -30	-2%	-$2.31K	0.04%	163
2014 Q1	$89K	Sell	1,210 -100	-8%	-$7.77K	0.04%	166
2013 Q4	$106K	Hold	1,310	–	–	0.06%	128
2013 Q3	$105K	Hold	1,310	–	–	0.06%	129
2013 Q2	$112K	Buy	+1,310	New	+$114K	0.07%	110

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 $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

Gary Goldberg Planning Services's KMP Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 1,180 shares — an estimated $110K sold.

Gary Goldberg Planning Services first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $112K in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Gary Goldberg Planning Services reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 1,180 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $110K.
Gary Goldberg Planning Services first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Gary Goldberg Planning Services's KINDER MORGAN ENER PNTRS L.P. position peaked at $112K in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.