Weatherly Asset Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Weatherly Asset 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 Q3	–	Sell	-1,634	Closed	-$134K	–	205
2014 Q2	$134K	Buy	+1,634	New	+$126K	0.06%	179

Other funds holding KMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Weatherly Asset Management's KMP Position: Q3 2014 in Review

Weatherly Asset Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q3 2014, closing a stake of 1,634 shares — an estimated $134K sold.

Weatherly Asset Management first reported a position in KMP in Q2 2014 and held it in 1 quarter. The position peaked at $134K in Q2 2014. 711 funds tracked by Wall St. Rank hold KMP as of Q3 2014.

Weatherly Asset Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q3 2014 after selling out during the quarter.
Weatherly Asset Management sold 1,634 KINDER MORGAN ENER PNTRS L.P. shares in Q3 2014, an estimated $134K.
Weatherly Asset Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2014 and held it in 1 quarter.
Weatherly Asset Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $134K in Q2 2014.
711 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q3 2014.

Based on Weatherly Asset Management's 13F filing for Q3 2014, filed 3 Oct 2014.