Obermeyer Wealth Partners’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,340
| Closed | -$405K | – | 141 |
|
|
2014
Q3 | $405K | Buy |
4,340
+400
| +10% | +$37.3K | 0.1% | 43 |
|
|
2014
Q2 | $324K | Hold |
3,940
| – | – | 0.08% | 44 |
|
|
2014
Q1 | $291K | Hold |
3,940
| – | – | 0.07% | 44 |
|
|
2013
Q4 | $318K | Hold |
3,940
| – | – | 0.08% | 48 |
|
|
2013
Q3 | $315K | Sell |
3,940
-500
| -11% | -$40K | 0.09% | 46 |
|
|
2013
Q2 | $379K | Buy |
+4,440
| New | +$379K | 0.11% | 42 |
|