National Penn Investors Trust’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

National Penn Investors 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	-2,360	Closed	-$220K	–	197
2014 Q3	$220K	Buy	+2,360	New	+$210K	0.03%	162
2014 Q2	–	Sell	-32,660	Closed	-$2.42M	–	198
2014 Q1	$2.42M	Hold	32,660	–	–	0.29%	74
2013 Q4	$2.63M	Sell	32,660 -530	-2%	-$42.8K	0.3%	77
2013 Q3	$2.65M	Hold	33,190	–	–	0.32%	71
2013 Q2	$2.83M	Buy	+33,190	New	+$2.89M	0.36%	61

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 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

National Penn Investors Trust's KMP Position: Q4 2014 in Review

National Penn Investors Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 2,360 shares — an estimated $220K sold.

National Penn Investors Trust first reported a position in KMP in Q2 2013 and held it in 5 quarters. The position peaked at $2.83M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

National Penn Investors Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
National Penn Investors Trust sold 2,360 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $220K.
National Penn Investors Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 5 quarters.
National Penn Investors Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.83M in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on National Penn Investors Trust's 13F filing for Q4 2014, filed 30 Jan 2015.