Montag & Associates’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,530
| Closed | -$516K | – | 256 |
|
|
2014
Q3 | $516K | Sell |
5,530
-1,205
| -18% | -$112K | 0.09% | 169 |
|
|
2014
Q2 | $554K | Sell |
6,735
-63
| -0.9% | -$5.18K | 0.09% | 172 |
|
|
2014
Q1 | $503K | Hold |
6,798
| – | – | 0.09% | 166 |
|
|
2013
Q4 | $548K | Sell |
6,798
-1,154
| -15% | -$93K | 0.09% | 158 |
|
|
2013
Q3 | $635K | Hold |
7,952
| – | – | 0.12% | 143 |
|
|
2013
Q2 | $679K | Buy |
+7,952
| New | +$679K | 0.14% | 135 |
|