WA
KMP

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

Waverly 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
-191
Closed -$18K – 770
2014
Q3 		$18K Buy
191
+126
+194% +$11.2K 0.01% 364
2014
Q2 		$5K Buy
65
+1
+2% +$77 ﹤0.01% 606
2014
Q1 		$5K Sell
64
-299
-82% -$23.2K ﹤0.01% 573
2013
Q4 		$29K Buy
363
+1
+0.3% +$81 0.01% 406
2013
Q3 		$29K Buy
+362
New +$30K 0.01% 317

Other funds holding KMP

SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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 $347M AUM 29.87% 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 $773M AUM 21.98% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Waverly Advisors's KMP Position: Q4 2014 in Review

Waverly Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 191 shares — an estimated $18K sold.

Waverly Advisors first reported a position in KMP in Q3 2013 and held it in 5 quarters. The position peaked at $29K in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Waverly Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 191 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $18K.
  • Waverly Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q3 2013 and held it in 5 quarters.
  • Waverly Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $29K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.