Summit Equities
KMP

Summit Equities’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Summit Equities’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
-18,243
Closed -$1.7M – 24
2014
Q3 		$1.7M Buy
18,243
+1,105
+6% +$98.3K 0.64% 10
2014
Q2 		$1.41M Buy
17,138
+1,521
+10% +$117K 0.55% 13
2014
Q1 		$1.16M Buy
+15,617
New +$1.21M 0.51% 13

Other funds holding KMP

Starr International Company
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Groesbeck Investment Management
Groesbeck Investment Management Paramus, New Jersey $60.4M AUM 35.69% 1-Year Est. Return
Northstar Investment Advisors
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return
WCM
Wunderlich Capital Managemnt Memphis, Tennessee $224M AUM 21.93% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Covington Capital Management
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Arvest Bank Trust Division
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Summit Equities's KMP Position: Q4 2014 in Review

Summit Equities sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 18,243 shares — an estimated $1.7M sold.

Summit Equities first reported a position in KMP in Q1 2014 and held it in 3 quarters. The position peaked at $1.7M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Summit Equities reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Summit Equities sold 18,243 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.7M.
  • Summit Equities first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q1 2014 and held it in 3 quarters.
  • Summit Equities's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.7M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Summit Equities's 13F filing for Q4 2014, filed 17 Feb 2015.