RGC
KMP

Roberts, Glore & Co’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Roberts, Glore & Co’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
-2,600
Closed -$243K – 144
2014
Q3 		$243K Hold
2,600
– – 0.17% 122
2014
Q2 		$214K Buy
+2,600
New +$201K 0.15% 130
2014
Q1 		– Sell
-2,600
Closed -$210K – 139
2013
Q4 		$210K Hold
2,600
– – 0.15% 130
2013
Q3 		$208K Sell
2,600
-2,101
-45% -$174K 0.15% 128
2013
Q2 		$401K Buy
+4,701
New +$409K 0.25% 97

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

Roberts, Glore & Co's KMP Position: Q4 2014 in Review

Roberts, Glore & Co sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 2,600 shares — an estimated $243K sold.

Roberts, Glore & Co first reported a position in KMP in Q2 2013 and held it in 5 quarters. The position peaked at $401K in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Roberts, Glore & Co reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Roberts, Glore & Co sold 2,600 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $243K.
  • Roberts, Glore & Co first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 5 quarters.
  • Roberts, Glore & Co's KINDER MORGAN ENER PNTRS L.P. position peaked at $401K in Q2 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Roberts, Glore & Co's 13F filing for Q4 2014, filed 9 Feb 2015.