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

Independence 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 Q1	–	Sell	-8,446	Closed	-$681K	–	118
2013 Q4	$681K	Hold	8,446	–	–	0.46%	33
2013 Q3	$674K	Sell	8,446 -1,515	-15%	-$125K	0.5%	34
2013 Q2	$851K	Buy	+9,961	New	+$867K	0.61%	33

Other funds holding KMP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Independence Trust's KMP Position: Q1 2014 in Review

Independence Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q1 2014, closing a stake of 8,446 shares — an estimated $681K sold.

Independence Trust first reported a position in KMP in Q2 2013 and held it in 3 quarters. The position peaked at $851K in Q2 2013. 679 funds tracked by Wall St. Rank hold KMP as of Q1 2014.

Independence Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q1 2014 after selling out during the quarter.
Independence Trust sold 8,446 KINDER MORGAN ENER PNTRS L.P. shares in Q1 2014, an estimated $681K.
Independence Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 3 quarters.
Independence Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $851K in Q2 2013.
679 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q1 2014.

Based on Independence Trust's 13F filing for Q1 2014, filed 9 Apr 2014.