LPL Financial’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

LPL Financial’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	-214,426	Closed	-$20M	–	2870
2014 Q3	$20M	Sell	214,426 -112,997	-35%	-$10.1M	0.12%	168
2014 Q2	$26.9M	Sell	327,423 -13,583	-4%	-$1.05M	0.16%	137
2014 Q1	$25.2M	Buy	341,006 +11,761	+4%	+$914K	0.16%	138
2013 Q4	$26.6M	Buy	329,245 +4,219	+1%	+$340K	0.17%	129
2013 Q3	$26M	Buy	325,026 +13,941	+4%	+$1.15M	0.17%	123
2013 Q2	$26.6M	Buy	+311,085	New	+$27.1M	0.19%	102

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

LPL Financial's KMP Position: Q4 2014 in Review

LPL Financial sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 214,426 shares — an estimated $20M sold.

LPL Financial first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $26.9M in Q2 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

LPL Financial reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
LPL Financial sold 214,426 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $20M.
LPL Financial first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
LPL Financial's KINDER MORGAN ENER PNTRS L.P. position peaked at $26.9M in Q2 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on LPL Financial's 13F filing for Q4 2014, filed 13 Feb 2015.