United Asset Strategies’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

United Asset Strategies’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	-26,099	Closed	-$2.44M	–	149
2014 Q3	$2.44M	Buy	26,099 +4,724	+22%	+$420K	1.09%	37
2014 Q2	$1.76M	Buy	+21,375	New	+$1.65M	0.85%	46
2014 Q1	–	Sell	-36,718	Closed	-$2.96M	–	133
2013 Q4	$2.96M	Buy	36,718 +19,083	+108%	+$1.54M	2.04%	14
2013 Q3	$1.41M	Buy	17,635 +14,536	+469%	+$1.2M	0.89%	40
2013 Q2	$265K	Buy	+3,099	New	+$270K	0.17%	84

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 13.68% 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

United Asset Strategies's KMP Position: Q4 2014 in Review

United Asset Strategies sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 26,099 shares — an estimated $2.44M sold.

United Asset Strategies first reported a position in KMP in Q2 2013 and held it in 5 quarters. The position peaked at $2.96M in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

United Asset Strategies reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
United Asset Strategies sold 26,099 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $2.44M.
United Asset Strategies first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 5 quarters.
United Asset Strategies's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.96M in Q4 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on United Asset Strategies's 13F filing for Q4 2014, filed 17 Feb 2015.