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

TCV Trust & 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 Q4	–	Sell	-7,040	Closed	-$656K	–	177
2014 Q3	$656K	Sell	7,040 -1,500	-18%	-$133K	0.11%	112
2014 Q2	$702K	Sell	8,540 -300	-3%	-$23.2K	0.11%	114
2014 Q1	$654K	Sell	8,840 -10,000	-53%	-$777K	0.11%	116
2013 Q4	$1.52M	Buy	18,840 +12,904	+217%	+$1.04M	0.26%	91
2013 Q3	$474K	Buy	5,936 +396	+7%	+$32.8K	0.09%	116
2013 Q2	$473K	Buy	+5,540	New	+$482K	0.1%	116

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

TCV Trust & Wealth Management's KMP Position: Q4 2014 in Review

TCV Trust & Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 7,040 shares — an estimated $656K sold.

TCV Trust & Wealth Management first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.52M in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

TCV Trust & Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
TCV Trust & Wealth Management sold 7,040 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $656K.
TCV Trust & Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
TCV Trust & Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.52M in Q4 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on TCV Trust & Wealth Management's 13F filing for Q4 2014, filed 23 Jan 2015.