PMFA
KMP

Plante Moran Financial Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Plante Moran Financial 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
-200
Closed -$19K – 895
2014
Q3 		$19K Hold
200
– – 0.02% 416
2014
Q2 		$16K Sell
200
-200
-50% -$15.4K 0.01% 425
2014
Q1 		$30K Sell
400
-225
-36% -$17.5K 0.03% 213
2013
Q4 		$50K Buy
625
+225
+56% +$18.1K 0.03% 240
2013
Q3 		$32K Hold
400
– – 0.02% 239
2013
Q2 		$34K Buy
+400
New +$34.8K 0.03% 203

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 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

Plante Moran Financial Advisors's KMP Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 200 shares — an estimated $19K sold.

Plante Moran Financial Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $50K in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $19K.
  • Plante Moran Financial Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Plante Moran Financial Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $50K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.