Reliance Trust’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Reliance Trust’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	-2,559	Closed	-$239K	–	156
2014 Q3	$239K	Hold	2,559	–	–	0.28%	111
2014 Q2	$211K	Sell	2,559 -864	-25%	-$66.7K	0.24%	130
2014 Q1	$254K	Hold	3,423	–	–	0.25%	118
2013 Q4	$276K	Sell	3,423 -211	-6%	-$17K	0.26%	104
2013 Q3	$290K	Sell	3,634 -47	-1%	-$3.89K	0.28%	97
2013 Q2	$315K	Buy	+3,681	New	+$320K	0.21%	111

Other funds holding KMP

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Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return

Groesbeck Investment Management Paramus, New Jersey $51.3M AUM 32.21% 1-Year Est. Return

Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return

Wunderlich Capital Managemnt Memphis, Tennessee $224M AUM 21.93% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

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