Walter & Keenan Wealth Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Walter & Keenan Wealth Management’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	-9,700	Closed	-$905K	–	147
2014 Q3	$905K	Hold	9,700	–	–	0.53%	58
2014 Q2	$797K	Buy	9,700 +500	+5%	+$38.6K	0.42%	65
2014 Q1	$680K	Buy	+9,200	New	+$715K	0.37%	68

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

Walter & Keenan Wealth Management's KMP Position: Q4 2014 in Review

Walter & Keenan Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 9,700 shares — an estimated $905K sold.

Walter & Keenan Wealth Management first reported a position in KMP in Q1 2014 and held it in 3 quarters. The position peaked at $905K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Walter & Keenan Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Walter & Keenan Wealth Management sold 9,700 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $905K.
Walter & Keenan Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q1 2014 and held it in 3 quarters.
Walter & Keenan Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $905K in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Walter & Keenan Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.