OIA
KMP

Optimum Investment Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Optimum Investment 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
-6,956
Closed -$651K – 1055
2014
Q3 		$651K Sell
6,956
-1,197
-15% -$107K 0.22% 126
2014
Q2 		$670K Buy
8,153
+3,703
+83% +$286K 0.22% 123
2014
Q1 		$329K Hold
4,450
– – 0.12% 170
2013
Q4 		$359K Hold
4,450
– – 0.14% 159
2013
Q3 		$355K Buy
+4,450
New +$369K 0.15% 154

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 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

Optimum Investment Advisors's KMP Position: Q4 2014 in Review

Optimum Investment Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 6,956 shares — an estimated $651K sold.

Optimum Investment Advisors first reported a position in KMP in Q3 2013 and held it in 5 quarters. The position peaked at $670K in Q2 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Optimum Investment Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 6,956 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $651K.
  • Optimum Investment Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $670K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.