MSFP
KMP

Mark Sheptoff Financial Planning’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Mark Sheptoff Financial Planning’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
-941
Closed -$88K – 359
2014
Q3 		$88K Sell
941
-1,315
-58% -$117K 0.08% 149
2014
Q2 		$185K Sell
2,256
-342
-13% -$26.4K 0.16% 102
2014
Q1 		$192K Buy
+2,598
New +$202K 0.17% 102

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

Mark Sheptoff Financial Planning's KMP Position: Q4 2014 in Review

Mark Sheptoff Financial Planning sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 941 shares — an estimated $88K sold.

Mark Sheptoff Financial Planning first reported a position in KMP in Q1 2014 and held it in 3 quarters. The position peaked at $192K in Q1 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Mark Sheptoff Financial Planning reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 941 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $88K.
  • Mark Sheptoff Financial Planning first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q1 2014 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's KINDER MORGAN ENER PNTRS L.P. position peaked at $192K in Q1 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2014, filed 9 Feb 2015.