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

Smith & Howard 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	-199	Closed	-$16K	–	244
2013 Q4	$16K	Buy	199 +3	+2%	+$242	0.01%	187
2013 Q3	$16K	Buy	196 +3	+2%	+$248	0.01%	176
2013 Q2	$16K	Buy	+193	New	+$16.8K	0.01%	153

Other funds holding KMP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q1 2014, closing a stake of 199 shares — an estimated $16K sold.

Smith & Howard Wealth Management first reported a position in KMP in Q2 2013 and held it in 3 quarters. The position peaked at $16K in Q4 2013. 679 funds tracked by Wall St. Rank hold KMP as of Q1 2014.

Smith & Howard Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q1 2014 after selling out during the quarter.
Smith & Howard Wealth Management sold 199 KINDER MORGAN ENER PNTRS L.P. shares in Q1 2014, an estimated $16K.
Smith & Howard Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 3 quarters.
Smith & Howard Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $16K in Q4 2013.
679 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.