M Holdings Securities’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

M Holdings Securities’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	-2,946	Closed	-$269K	–	505
2014 Q3	$269K	Sell	2,946 -11,011	-79%	-$980K	0.15%	149
2014 Q2	$1.15M	Buy	13,957 +1,256	+10%	+$96.9K	0.73%	39
2014 Q1	$939K	Buy	12,701 +9,735	+328%	+$756K	0.99%	34
2013 Q4	$239K	Buy	+2,966	New	+$239K	0.17%	137

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

M Holdings Securities's KMP Position: Q4 2014 in Review

M Holdings Securities sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 2,946 shares — an estimated $269K sold.

M Holdings Securities first reported a position in KMP in Q4 2013 and held it in 4 quarters. The position peaked at $1.15M in Q2 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

M Holdings Securities reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
M Holdings Securities sold 2,946 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $269K.
M Holdings Securities first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q4 2013 and held it in 4 quarters.
M Holdings Securities's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.15M in Q2 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.