Neville Rodie & Shaw’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Neville Rodie & Shaw’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	-25,699	Closed	-$2.4M	–	287
2014 Q3	$2.4M	Hold	25,699	–	–	0.24%	94
2014 Q2	$2.11M	Buy	25,699 +9,399	+58%	+$725K	0.21%	97
2014 Q1	$1.21M	Sell	16,300 -978	-6%	-$76K	0.13%	119
2013 Q4	$1.39M	Sell	17,278 -600	-3%	-$48.4K	0.15%	109
2013 Q3	$1.43M	Buy	17,878 +1,900	+12%	+$157K	0.17%	109
2013 Q2	$1.36M	Buy	+15,978	New	+$1.39M	0.17%	110

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 $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

Neville Rodie & Shaw's KMP Position: Q4 2014 in Review

Neville Rodie & Shaw sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 25,699 shares — an estimated $2.4M sold.

Neville Rodie & Shaw first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $2.4M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Neville Rodie & Shaw reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Neville Rodie & Shaw sold 25,699 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $2.4M.
Neville Rodie & Shaw first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Neville Rodie & Shaw's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.4M in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Neville Rodie & Shaw's 13F filing for Q4 2014, filed 9 Jan 2015.