OWD
KMP

Osborn Williams & Donohoe’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Osborn Williams & Donohoe’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
-4,150
Closed -$387K – 247
2014
Q3 		$387K Buy
4,150
+500
+14% +$44.5K 0.08% 163
2014
Q2 		$297K Buy
3,650
+750
+26% +$57.9K 0.06% 186
2014
Q1 		$214K Hold
2,900
– – 0.05% 204
2013
Q4 		$234K Buy
+2,900
New +$234K 0.05% 200

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 $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

Osborn Williams & Donohoe's KMP Position: Q4 2014 in Review

Osborn Williams & Donohoe sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 4,150 shares — an estimated $387K sold.

Osborn Williams & Donohoe first reported a position in KMP in Q4 2013 and held it in 4 quarters. The position peaked at $387K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Osborn Williams & Donohoe reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 4,150 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $387K.
  • Osborn Williams & Donohoe first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q4 2013 and held it in 4 quarters.
  • Osborn Williams & Donohoe's KINDER MORGAN ENER PNTRS L.P. position peaked at $387K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Osborn Williams & Donohoe's 13F filing for Q4 2014, filed 9 Jan 2015.