WealthTrust-Arizona’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

WealthTrust-Arizona’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	-4,925	Closed	-$459K	–	704
2014 Q3	$459K	Hold	4,925	–	–	0.51%	39
2014 Q2	$405K	Buy	4,925 +1,635	+50%	+$126K	0.43%	40
2014 Q1	$243K	Hold	3,290	–	–	0.27%	46
2013 Q4	$265K	Hold	3,290	–	–	0.31%	42
2013 Q3	$263K	Hold	3,290	–	–	0.33%	40
2013 Q2	$281K	Buy	+3,290	New	+$286K	0.38%	37

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 $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

WealthTrust-Arizona's KMP Position: Q4 2014 in Review

WealthTrust-Arizona sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 4,925 shares — an estimated $459K sold.

WealthTrust-Arizona first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $459K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

WealthTrust-Arizona reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
WealthTrust-Arizona sold 4,925 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $459K.
WealthTrust-Arizona first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
WealthTrust-Arizona's KINDER MORGAN ENER PNTRS L.P. position peaked at $459K in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.