Gofen & Glossberg’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Gofen & Glossberg’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	-4,480	Closed	-$418K	–	470
2014 Q3	$418K	Sell	4,480 -165	-4%	-$14.7K	0.02%	290
2014 Q2	$382K	Sell	4,645 -14,858	-76%	-$1.15M	0.02%	306
2014 Q1	$1.45M	Sell	19,503 -8,052	-29%	-$626K	0.07%	183
2013 Q4	$2.22M	Sell	27,555 -21	-0.1%	-$1.69K	0.1%	152
2013 Q3	$2.2M	Buy	27,576 +99	+0.4%	+$8.2K	0.11%	141
2013 Q2	$2.35M	Buy	+27,477	New	+$2.39M	0.13%	130

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

Gofen & Glossberg's KMP Position: Q4 2014 in Review

Gofen & Glossberg sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 4,480 shares — an estimated $418K sold.

Gofen & Glossberg first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $2.35M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Gofen & Glossberg reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Gofen & Glossberg sold 4,480 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $418K.
Gofen & Glossberg first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Gofen & Glossberg's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.35M in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Gofen & Glossberg's 13F filing for Q4 2014, filed 9 Feb 2015.