Mechanics Bank - Trust Department’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Mechanics Bank - Trust Department’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	-15,109	Closed	-$1.41M	–	146
2014 Q3	$1.41M	Sell	15,109 -5,090	-25%	-$453K	0.43%	56
2014 Q2	$1.66M	Sell	20,199 -4,657	-19%	-$359K	0.48%	52
2014 Q1	$1.84M	Buy	24,856 +732	+3%	+$56.9K	0.42%	53
2013 Q4	$1.95M	Sell	24,124 -400	-2%	-$32.3K	0.47%	48
2013 Q3	$1.96M	Sell	24,524 -700	-3%	-$58K	0.54%	48
2013 Q2	$2.15M	Buy	+25,224	New	+$2.2M	0.57%	46

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 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

Mechanics Bank - Trust Department's KMP Position: Q4 2014 in Review

Mechanics Bank - Trust Department sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 15,109 shares — an estimated $1.41M sold.

Mechanics Bank - Trust Department first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $2.15M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Mechanics Bank - Trust Department reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Mechanics Bank - Trust Department sold 15,109 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.41M.
Mechanics Bank - Trust Department first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Mechanics Bank - Trust Department's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.15M in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2014, filed 26 Jan 2015.