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

UBS’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 Q3	$499M	Buy	5,346,418 +1,193,670	+29%	+$106M	0.37%	40
2014 Q2	$341M	Buy	4,152,748 +423,498	+11%	+$32.7M	0.27%	75
2014 Q1	$276M	Buy	3,729,250 +29,717	+0.8%	+$2.31M	0.25%	80
2013 Q4	$298M	Buy	3,699,533 +568,196	+18%	+$45.8M	0.28%	64
2013 Q3	$250M	Buy	3,131,337 +304,854	+11%	+$25.3M	0.26%	71
2013 Q2	$241M	Buy	+2,826,483	New	+$246M	0.29%	61

Other funds holding KMP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS's KMP Position: Q3 2014 in Review

UBS increased its KINDER MORGAN ENER PNTRS L.P. (KMP) stake by 29% in Q3 2014, buying an estimated $106M and bringing the position to 5,346,418 shares worth $499M. The position accounts for 0.37% of the portfolio, ranked #40.

UBS first reported a position in KMP in Q2 2013 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold KMP as of Q3 2014.

UBS held 5,346,418 shares of KINDER MORGAN ENER PNTRS L.P. worth $499M as of Q3 2014.
UBS bought 1,193,670 KINDER MORGAN ENER PNTRS L.P. shares in Q3 2014, an estimated $106M.
KINDER MORGAN ENER PNTRS L.P. made up 0.37% of UBS's portfolio in Q3 2014, its #40 holding.
UBS first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and has held it in 6 quarters since.
710 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.