LWCFA
KMP

Loring Wolcott & Coolidge Fiduciary Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-15,392
Closed -$1.44M – 651
2014
Q3 		$1.44M Hold
15,392
– – 0.04% 126
2014
Q2 		$1.26M Hold
15,392
– – 0.03% 132
2014
Q1 		$1.14M Sell
15,392
-1,100
-7% -$85.5K 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 +$1.44M 0.04% 132

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 13.68% 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 $381M AUM 42.16% 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 $900M AUM 31.19% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KMP Position: Q4 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 15,392 shares — an estimated $1.44M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.44M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 15,392 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.44M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.44M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.