Monroe Bank & Trust’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Monroe Bank & Trust’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	-7,000	Closed	-$653K	–	316
2014 Q3	$653K	Sell	7,000 -5,300	-43%	-$472K	0.24%	79
2014 Q2	$1.01M	Sell	12,300 -4,000	-25%	-$309K	0.33%	66
2014 Q1	$1.21M	Buy	16,300 +2,200	+16%	+$171K	0.4%	60
2013 Q4	$1.14M	Hold	14,100	–	–	0.44%	62
2013 Q3	$1.13M	Buy	14,100 +1,600	+13%	+$133K	0.46%	63
2013 Q2	$1.07M	Buy	+12,500	New	+$1.09M	0.47%	56

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

Monroe Bank & Trust's KMP Position: Q4 2014 in Review

Monroe Bank & Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 7,000 shares — an estimated $653K sold.

Monroe Bank & Trust first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.21M in Q1 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Monroe Bank & Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Monroe Bank & Trust sold 7,000 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $653K.
Monroe Bank & Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Monroe Bank & Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.21M in Q1 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Monroe Bank & Trust's 13F filing for Q4 2014, filed 5 Feb 2015.