GT
KMP

Greenleaf Trust’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Greenleaf Trust’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
Q2 		– Sell
-3,247
Closed -$240K – 170
2014
Q1 		$240K Sell
3,247
-1,649
-34% -$128K 0.01% 142
2013
Q4 		$395K Sell
4,896
-1,000
-17% -$80.7K 0.01% 116
2013
Q3 		$471K Sell
5,896
-300
-5% -$24.8K 0.02% 109
2013
Q2 		$529K Buy
+6,196
New +$539K 0.02% 108

Other funds holding KMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Greenleaf Trust's KMP Position: Q2 2014 in Review

Greenleaf Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q2 2014, closing a stake of 3,247 shares — an estimated $240K sold.

Greenleaf Trust first reported a position in KMP in Q2 2013 and held it in 4 quarters. The position peaked at $529K in Q2 2013. 686 funds tracked by Wall St. Rank hold KMP as of Q2 2014.

  • Greenleaf Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q2 2014 after selling out during the quarter.
  • Greenleaf Trust sold 3,247 KINDER MORGAN ENER PNTRS L.P. shares in Q2 2014, an estimated $240K.
  • Greenleaf Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 4 quarters.
  • Greenleaf Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $529K in Q2 2013.
  • 686 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q2 2014.

Based on Greenleaf Trust's 13F filing for Q2 2014, filed 12 Aug 2014.