Geneva Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Geneva 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	-38,542	Closed	-$3.6M	–	764
2014 Q3	$3.6M	Sell	38,542 -350	-0.9%	-$31.1K	0.07%	153
2014 Q2	$3.2M	Buy	38,892 +3,777	+11%	+$292K	0.06%	165
2014 Q1	$2.6M	Buy	35,115 +18,847	+116%	+$1.46M	0.05%	180
2013 Q4	$1.31M	Buy	16,268 +636	+4%	+$51.3K	0.02%	222
2013 Q3	$1.25M	Sell	15,632 -3,767	-19%	-$312K	0.03%	221
2013 Q2	$1.66M	Buy	+19,399	New	+$1.69M	0.04%	161

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 $1.5B AUM 13.03% 1-Year Est. Return

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 $2.05B AUM 30.62% 1-Year Est. Return

Geneva Advisors's KMP Position: Q4 2014 in Review

Geneva Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 38,542 shares — an estimated $3.6M sold.

Geneva Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $3.6M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Geneva Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Geneva Advisors sold 38,542 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $3.6M.
Geneva Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Geneva Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $3.6M in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Geneva Advisors's 13F filing for Q4 2014, filed 2 Feb 2015.