Naples Global Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Naples Global Advisors’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	-5,320	Closed	-$496K	–	231
2014 Q3	$496K	Buy	5,320 +6	+0.1%	+$534	0.29%	139
2014 Q2	$437K	Buy	5,314 +1,057	+25%	+$81.6K	0.26%	161
2014 Q1	$315K	Buy	+4,257	New	+$331K	0.19%	196

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

Naples Global Advisors's KMP Position: Q4 2014 in Review

Naples Global Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 5,320 shares — an estimated $496K sold.

Naples Global Advisors first reported a position in KMP in Q1 2014 and held it in 3 quarters. The position peaked at $496K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Naples Global Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Naples Global Advisors sold 5,320 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $496K.
Naples Global Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q1 2014 and held it in 3 quarters.
Naples Global Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $496K in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Naples Global Advisors's 13F filing for Q4 2014, filed 22 Jan 2015.