TFA
KMP

Transamerica Financial Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Transamerica Financial Advisors’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
-649
Closed -$61K – 787
2014
Q3 		$61K Sell
649
-621
-49% -$55.3K 0.01% 330
2014
Q2 		$105K Buy
1,270
+520
+69% +$40.1K 0.01% 316
2014
Q1 		$56K Sell
750
-1,457
-66% -$113K 0.01% 342
2013
Q4 		$178K Sell
2,207
-3,156
-59% -$255K 0.02% 253
2013
Q3 		$429K Buy
5,363
+4,813
+875% +$399K 0.06% 155
2013
Q2 		$47K Buy
+550
New +$47.9K 0.01% 283

Other funds holding KMP

SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
SB
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

Transamerica Financial Advisors's KMP Position: Q4 2014 in Review

Transamerica Financial Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 649 shares — an estimated $61K sold.

Transamerica Financial Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $429K in Q3 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Transamerica Financial Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 649 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $61K.
  • Transamerica Financial Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Transamerica Financial Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $429K in Q3 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Transamerica Financial Advisors's 13F filing for Q4 2014, filed 3 Feb 2015.