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

Sheets Smith 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 Q1	–	Sell	-2,500	Closed	-$202K	–	293
2013 Q4	$202K	Buy	+2,500	New	+$202K	0.06%	244
2013 Q3	–	Sell	-2,400	Closed	-$205K	–	263
2013 Q2	$205K	Buy	+2,400	New	+$209K	0.07%	213

Other funds holding KMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Sheets Smith Wealth Management's KMP Position: Q1 2014 in Review

Sheets Smith Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q1 2014, closing a stake of 2,500 shares — an estimated $202K sold.

Sheets Smith Wealth Management first reported a position in KMP in Q2 2013 and held it in 2 quarters. The position peaked at $205K in Q2 2013. 679 funds tracked by Wall St. Rank hold KMP as of Q1 2014.

Sheets Smith Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q1 2014 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,500 KINDER MORGAN ENER PNTRS L.P. shares in Q1 2014, an estimated $202K.
Sheets Smith Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 2 quarters.
Sheets Smith Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $205K in Q2 2013.
679 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q1 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2014, filed 2 Jun 2014.