SWM
KMP

Segment Wealth Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Segment Wealth Management’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
-3,908
Closed -$365K – 189
2014
Q3 		$365K Buy
3,908
+333
+9% +$29.6K 0.14% 121
2014
Q2 		$294K Hold
3,575
– – 0.11% 132
2014
Q1 		$264K Sell
3,575
-611
-15% -$47.5K 0.12% 135
2013
Q4 		$338K Buy
4,186
+2
+0% +$161 0.17% 114
2013
Q3 		$334K Buy
4,184
+1
+0% +$83 0.18% 109
2013
Q2 		$357K Buy
+4,183
New +$364K 0.21% 96

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

Segment Wealth Management's KMP Position: Q4 2014 in Review

Segment Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 3,908 shares — an estimated $365K sold.

Segment Wealth Management first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $365K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Segment Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Segment Wealth Management sold 3,908 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $365K.
  • Segment Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Segment Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $365K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Segment Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.