MIS
KMP

Morningstar Investment Services’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Morningstar Investment Services’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
-4,004
Closed -$373K – 236
2014
Q3 		$373K Sell
4,004
-540
-12% -$48.1K 0.02% 187
2014
Q2 		$374K Sell
4,544
-444
-9% -$34.3K 0.02% 176
2014
Q1 		$369K Sell
4,988
-65,643
-93% -$5.1M 0.03% 175
2013
Q4 		$5.7M Buy
70,631
+7,883
+13% +$636K 0.43% 65
2013
Q3 		$5.04M Buy
62,748
+7,055
+13% +$584K 0.44% 61
2013
Q2 		$4.76M Buy
+55,693
New +$4.85M 0.5% 56

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 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

Morningstar Investment Services's KMP Position: Q4 2014 in Review

Morningstar Investment Services sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 4,004 shares — an estimated $373K sold.

Morningstar Investment Services first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $5.7M in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Morningstar Investment Services reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 4,004 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $373K.
  • Morningstar Investment Services first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Morningstar Investment Services's KINDER MORGAN ENER PNTRS L.P. position peaked at $5.7M in Q4 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Morningstar Investment Services's 13F filing for Q4 2014, filed 5 Feb 2015.