Prio Wealth Limited Partnership’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Prio Wealth Limited Partnership’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	-65,070	Closed	-$6.07M	–	264
2014 Q3	$6.07M	Sell	65,070 -4,000	-6%	-$356K	0.31%	79
2014 Q2	$5.68M	Sell	69,070 -160	-0.2%	-$12.3K	0.29%	85
2014 Q1	$5.12M	Sell	69,230 -7,734	-10%	-$601K	0.26%	89
2013 Q4	$6.21M	Sell	76,964 -1,200	-2%	-$96.8K	0.31%	84
2013 Q3	$6.24M	Sell	78,164 -12,550	-14%	-$1.04M	0.35%	85
2013 Q2	$7.75M	Buy	+90,714	New	+$7.9M	0.47%	70

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 $773M AUM 21.98% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Prio Wealth Limited Partnership's KMP Position: Q4 2014 in Review

Prio Wealth Limited Partnership sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 65,070 shares — an estimated $6.07M sold.

Prio Wealth Limited Partnership first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $7.75M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Prio Wealth Limited Partnership reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Prio Wealth Limited Partnership sold 65,070 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $6.07M.
Prio Wealth Limited Partnership first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Prio Wealth Limited Partnership's KINDER MORGAN ENER PNTRS L.P. position peaked at $7.75M in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2014, filed 2 Feb 2015.