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

United Capital 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	-64,425	Closed	-$6.01M	–	1221
2014 Q3	$6.01M	Sell	64,425 -95,849	-60%	-$8.53M	0.1%	224
2014 Q2	$13.2M	Buy	160,274 +3,576	+2%	+$276K	0.24%	104
2014 Q1	$11.6M	Buy	156,698 +9,897	+7%	+$769K	0.25%	95
2013 Q4	$11.8M	Buy	146,801 +136,395	+1,311%	+$11M	0.4%	65
2013 Q3	$831K	Sell	10,406 -143,170	-93%	-$11.9M	0.03%	367
2013 Q2	$13.1M	Buy	+153,576	New	+$13.4M	0.35%	76

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

United Capital Financial Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 64,425 shares — an estimated $6.01M sold.

United Capital Financial Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $13.2M in Q2 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

United Capital Financial Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
United Capital Financial Advisors sold 64,425 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $6.01M.
United Capital Financial Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
United Capital Financial Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $13.2M in Q2 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

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