RIG
KMP

Roosevelt Investment Group’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Roosevelt Investment Group’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
-15,901
Closed -$1.48M – 246
2014
Q3 		$1.48M Sell
15,901
-265
-2% -$23.6K 0.08% 119
2014
Q2 		$1.33M Buy
16,166
+145
+0.9% +$11.2K 0.06% 119
2014
Q1 		$1.18M Hold
16,021
– – 0.05% 127
2013
Q4 		$1.29M Buy
16,021
+56
+0.4% +$4.52K 0.06% 134
2013
Q3 		$1.27M Buy
15,965
+39
+0.2% +$3.23K 0.06% 129
2013
Q2 		$1.36M Buy
+15,926
New +$1.39M 0.06% 118

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

Roosevelt Investment Group's KMP Position: Q4 2014 in Review

Roosevelt Investment Group sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 15,901 shares — an estimated $1.48M sold.

Roosevelt Investment Group first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.48M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Roosevelt Investment Group reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Roosevelt Investment Group sold 15,901 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.48M.
  • Roosevelt Investment Group first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Roosevelt Investment Group's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.48M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Roosevelt Investment Group's 13F filing for Q4 2014, filed 13 Feb 2015.