McAdams Wright Ragen’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

McAdams Wright Ragen’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 Q3	$353K	Sell	3,795 -25,292	-87%	-$2.25M	0.02%	309
2014 Q2	$2.39M	Buy	29,087 +810	+3%	+$62.5K	0.13%	131
2014 Q1	$2.09M	Buy	28,277 +25,136	+800%	+$1.95M	0.13%	131
2013 Q4	$253K	Buy	+3,141	New	+$253K	0.02%	311
2013 Q3	–	Sell	-6,844	Closed	-$584K	–	370
2013 Q2	$584K	Buy	+6,844	New	+$596K	0.05%	203

Other funds holding KMP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

McAdams Wright Ragen's KMP Position: Q3 2014 in Review

McAdams Wright Ragen reduced its KINDER MORGAN ENER PNTRS L.P. (KMP) stake by 87% in Q3 2014, selling an estimated $2.25M and leaving 3,795 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #309.

McAdams Wright Ragen first reported a position in KMP in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.39M in Q2 2014. 711 funds tracked by Wall St. Rank hold KMP as of Q3 2014.

McAdams Wright Ragen held 3,795 shares of KINDER MORGAN ENER PNTRS L.P. worth $353K as of Q3 2014.
McAdams Wright Ragen sold 25,292 KINDER MORGAN ENER PNTRS L.P. shares in Q3 2014, an estimated $2.25M.
KINDER MORGAN ENER PNTRS L.P. made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #309 holding.
McAdams Wright Ragen first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and has held it in 5 quarters since.
McAdams Wright Ragen's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.39M in Q2 2014.
711 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.