SSWM
KMP

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

Smith Salley 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
2013
Q3 		– Sell
-2,419
Closed -$207K – 103
2013
Q2 		$207K Buy
+2,419
New +$211K 0.17% 88

Other funds holding KMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Smith Salley Wealth Management's KMP Position: Q3 2013 in Review

Smith Salley Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q3 2013, closing a stake of 2,419 shares — an estimated $207K sold.

Smith Salley Wealth Management first reported a position in KMP in Q2 2013 and held it in 1 quarter. The position peaked at $207K in Q2 2013. 642 funds tracked by Wall St. Rank hold KMP as of Q3 2013.

  • Smith Salley Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q3 2013 after selling out during the quarter.
  • Smith Salley Wealth Management sold 2,419 KINDER MORGAN ENER PNTRS L.P. shares in Q3 2013, an estimated $207K.
  • Smith Salley Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 1 quarter.
  • Smith Salley Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $207K in Q2 2013.
  • 642 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q3 2013.

Based on Smith Salley Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.