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

Security National 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	-1,568	Closed	-$146K	–	537
2014 Q3	$146K	Sell	1,568 -900	-36%	-$80.1K	0.06%	187
2014 Q2	$203K	Hold	2,468	–	–	0.08%	173
2014 Q1	$183K	Sell	2,468 -300	-11%	-$23.3K	0.07%	179
2013 Q4	$223K	Hold	2,768	–	–	0.09%	160
2013 Q3	$221K	Sell	2,768 -200	-7%	-$16.6K	0.1%	154
2013 Q2	$254K	Buy	+2,968	New	+$258K	0.12%	133

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 $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

Security National Trust's KMP Position: Q4 2014 in Review

Security National Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 1,568 shares — an estimated $146K sold.

Security National Trust first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $254K in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Security National Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 1,568 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $146K.
Security National Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Security National Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $254K in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.