RFS
KMP

Rockefeller Financial Services’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Rockefeller Financial Services’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
-65,792
Closed -$6.14M – 542
2014
Q3 		$6.14M Sell
65,792
-2,275
-3% -$202K 0.14% 109
2014
Q2 		$5.59M Hold
68,067
– – 0.13% 131
2014
Q1 		$5.03M Hold
68,067
– – 0.11% 137
2013
Q4 		$5.49M Buy
68,067
+243
+0.4% +$19.6K 0.12% 140
2013
Q3 		$5.42M Buy
67,824
+347
+0.5% +$28.7K 0.13% 138
2013
Q2 		$5.76M Buy
+67,477
New +$5.87M 0.14% 143

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

Rockefeller Financial Services's KMP Position: Q4 2014 in Review

Rockefeller Financial Services sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 65,792 shares — an estimated $6.14M sold.

Rockefeller Financial Services first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $6.14M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Rockefeller Financial Services reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 65,792 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $6.14M.
  • Rockefeller Financial Services first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Rockefeller Financial Services's KINDER MORGAN ENER PNTRS L.P. position peaked at $6.14M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Rockefeller Financial Services's 13F filing for Q4 2014, filed 28 Jan 2015.