WBH Advisory’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

WBH Advisory’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	-18,362	Closed	-$1.71M	–	220
2014 Q3	$1.71M	Buy	18,362 +30	+0.2%	+$2.67K	0.6%	36
2014 Q2	$1.51M	Buy	18,332 +28	+0.2%	+$2.16K	0.57%	40
2014 Q1	$1.35M	Sell	18,304 -270	-1%	-$21K	0.54%	43
2013 Q4	$1.5M	Buy	18,574 +1,213	+7%	+$97.8K	0.6%	38
2013 Q3	$1.39M	Sell	17,361 -817	-4%	-$67.7K	0.62%	37
2013 Q2	$1.55M	Buy	+18,178	New	+$1.58M	0.72%	33

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 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 $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 $1.5B AUM 13.03% 1-Year Est. Return

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 $2.05B AUM 30.62% 1-Year Est. Return

WBH Advisory's KMP Position: Q4 2014 in Review

WBH Advisory sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 18,362 shares — an estimated $1.71M sold.

WBH Advisory first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.71M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

WBH Advisory reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
WBH Advisory sold 18,362 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.71M.
WBH Advisory first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
WBH Advisory's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.71M in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on WBH Advisory's 13F filing for Q4 2014, filed 23 Jan 2015.