LWCFA
KMP
Loring Wolcott & Coolidge Fiduciary Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-15,392
| Closed | -$1.44M | – | 651 |
|
|
2014
Q3 | $1.44M | Hold |
15,392
| – | – | 0.04% | 126 |
|
|
2014
Q2 | $1.27M | Hold |
15,392
| – | – | 0.03% | 132 |
|
|
2014
Q1 | $1.14M | Sell |
15,392
-1,100
| -7% | -$81.3K | 0.03% | 139 |
|
|
2013
Q4 | $1.33M | Hold |
16,492
| – | – | 0.04% | 131 |
|
|
2013
Q3 | $1.32M | Hold |
16,492
| – | – | 0.04% | 128 |
|
|
2013
Q2 | $1.41M | Buy |
+16,492
| New | +$1.41M | 0.04% | 132 |
|