MA
KMP

Montag & Associates’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Montag & Associates’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
-5,530
Closed -$516K – 256
2014
Q3 		$516K Sell
5,530
-1,205
-18% -$107K 0.09% 169
2014
Q2 		$554K Sell
6,735
-63
-0.9% -$4.86K 0.09% 172
2014
Q1 		$503K Hold
6,798
– – 0.09% 166
2013
Q4 		$548K Sell
6,798
-1,154
-15% -$93.1K 0.09% 158
2013
Q3 		$635K Hold
7,952
– – 0.12% 143
2013
Q2 		$679K Buy
+7,952
New +$692K 0.14% 135

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

Montag & Associates's KMP Position: Q4 2014 in Review

Montag & Associates sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 5,530 shares — an estimated $516K sold.

Montag & Associates first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $679K in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Montag & Associates reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Montag & Associates sold 5,530 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $516K.
  • Montag & Associates first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Montag & Associates's KINDER MORGAN ENER PNTRS L.P. position peaked at $679K in Q2 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Montag & Associates's 13F filing for Q4 2014, filed 4 Feb 2015.