J.W. Burns & Co’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

J.W. Burns & Co’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	-21,938	Closed	-$2.05M	–	163
2014 Q3	$2.05M	Buy	21,938 +229	+1%	+$20.4K	0.69%	49
2014 Q2	$1.78M	Buy	21,709 +691	+3%	+$53.3K	0.59%	52
2014 Q1	$1.55M	Buy	21,018 +396	+2%	+$30.8K	0.55%	56
2013 Q4	$1.66M	Buy	20,622 +811	+4%	+$65.4K	0.58%	52
2013 Q3	$1.58M	Buy	19,811 +1,298	+7%	+$108K	0.61%	51
2013 Q2	$1.58M	Buy	+18,513	New	+$1.61M	0.65%	45

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

J.W. Burns & Co's KMP Position: Q4 2014 in Review

J.W. Burns & Co sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 21,938 shares — an estimated $2.05M sold.

J.W. Burns & Co first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $2.05M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

J.W. Burns & Co reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
J.W. Burns & Co sold 21,938 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $2.05M.
J.W. Burns & Co first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
J.W. Burns & Co's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.05M in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on J.W. Burns & Co's 13F filing for Q4 2014, filed 6 Jan 2015.