WF
KMP

Welch & Forbes’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Welch & Forbes’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
-11,709
Closed -$1.09M – 360
2014
Q3 		$1.09M Sell
11,709
-100
-0.8% -$8.9K 0.03% 209
2014
Q2 		$971K Buy
11,809
+304
+3% +$23.5K 0.03% 198
2014
Q1 		$851K Hold
11,505
– – 0.03% 213
2013
Q4 		$928K Hold
11,505
– – 0.03% 203
2013
Q3 		$919K Buy
11,505
+400
+4% +$33.1K 0.03% 202
2013
Q2 		$948K Buy
+11,105
New +$967K 0.03% 191

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

Welch & Forbes's KMP Position: Q4 2014 in Review

Welch & Forbes sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 11,709 shares — an estimated $1.09M sold.

Welch & Forbes first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.09M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Welch & Forbes reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Welch & Forbes sold 11,709 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.09M.
  • Welch & Forbes first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Welch & Forbes's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.09M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Welch & Forbes's 13F filing for Q4 2014, filed 27 Jan 2015.