Stewart & Patten Company’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Stewart & Patten Company’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	-3,016	Closed	-$281K	–	99
2014 Q3	$281K	Sell	3,016 -286	-9%	-$25.4K	0.06%	81
2014 Q2	$271K	Buy	3,302 +286	+9%	+$22.1K	0.05%	81
2014 Q1	$223K	Hold	3,016	–	–	0.05%	88
2013 Q4	$243K	Hold	3,016	–	–	0.05%	94
2013 Q3	$241K	Buy	3,016 +16	+0.5%	+$1.32K	0.05%	89
2013 Q2	$256K	Buy	+3,000	New	+$261K	0.06%	86

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 $381M AUM 42.16% 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 $900M AUM 31.19% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Stewart & Patten Company's KMP Position: Q4 2014 in Review

Stewart & Patten Company sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 3,016 shares — an estimated $281K sold.

Stewart & Patten Company first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $281K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Stewart & Patten Company reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Stewart & Patten Company sold 3,016 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $281K.
Stewart & Patten Company first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Stewart & Patten Company's KINDER MORGAN ENER PNTRS L.P. position peaked at $281K in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Stewart & Patten Company's 13F filing for Q4 2014, filed 14 Jan 2015.