Groesbeck Investment Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Groesbeck Investment Management’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
2015 Q1	–	Sell	-16,900	Closed	-$1.72M	–	100
2014 Q4	$1.72M	Sell	16,900 -1,400	-8%	-$132K	0.85%	44
2014 Q3	$1.71M	Sell	18,300 -1,050	-5%	-$93.4K	0.81%	52
2014 Q2	$1.59M	Sell	19,350 -33,000	-63%	-$2.55M	0.69%	55
2014 Q1	$3.87M	Sell	52,350 -11,155	-18%	-$867K	1.74%	23
2013 Q4	$5.12M	Sell	63,505 -10,900	-15%	-$879K	2.13%	17
2013 Q3	$5.94M	Sell	74,405 -300	-0.4%	-$24.8K	2.57%	14
2013 Q2	$6.38M	Buy	+74,705	New	+$6.5M	2.69%	12

Other funds holding KMP

SIC

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

AWM

Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Groesbeck Investment Management's KMP Position: Q1 2015 in Review

Groesbeck Investment Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q1 2015, closing a stake of 16,900 shares — an estimated $1.72M sold.

Groesbeck Investment Management first reported a position in KMP in Q2 2013 and held it in 7 quarters. The position peaked at $6.38M in Q2 2013. 5 funds tracked by Wall St. Rank hold KMP as of Q1 2015.

Groesbeck Investment Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q1 2015 after selling out during the quarter.
Groesbeck Investment Management sold 16,900 KINDER MORGAN ENER PNTRS L.P. shares in Q1 2015, an estimated $1.72M.
Groesbeck Investment Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 7 quarters.
Groesbeck Investment Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $6.38M in Q2 2013.
5 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q1 2015.

Based on Groesbeck Investment Management's 13F filing for Q1 2015, filed 13 May 2015.