JIC
KMP

Joel Isaacson & Co’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Joel Isaacson & 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
-1,820
Closed -$170K – 685
2014
Q3 		$170K Hold
1,820
– – 0.05% 142
2014
Q2 		$150K Hold
1,820
– – 0.05% 162
2014
Q1 		$135K Hold
1,820
– – 0.05% 163
2013
Q4 		$147K Hold
1,820
– – 0.05% 146
2013
Q3 		$145K Buy
1,820
+1,000
+122% +$82.8K 0.06% 136
2013
Q2 		$70K Buy
+820
New +$71.4K 0.03% 188

Other funds holding KMP

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

Joel Isaacson & Co's KMP Position: Q4 2014 in Review

Joel Isaacson & Co sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 1,820 shares — an estimated $170K sold.

Joel Isaacson & Co first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $170K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Joel Isaacson & Co reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,820 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $170K.
  • Joel Isaacson & Co first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Joel Isaacson & Co's KINDER MORGAN ENER PNTRS L.P. position peaked at $170K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Joel Isaacson & Co's 13F filing for Q4 2014, filed 9 Jan 2015.