United Asset Strategies’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-26,099
| Closed | -$2.44M | – | 149 |
|
|
2014
Q3 | $2.44M | Buy |
26,099
+4,724
| +22% | +$441K | 1.09% | 37 |
|
|
2014
Q2 | $1.76M | Buy |
+21,375
| New | +$1.76M | 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% | +$1.16M | 0.89% | 40 |
|
|
2013
Q2 | $265K | Buy |
+3,099
| New | +$265K | 0.17% | 84 |
|