WA
KMP

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

WESPAC 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
-15,887
Closed -$1.48M – 164
2014
Q3 		$1.48M Buy
15,887
+6,800
+75% +$605K 1.19% 30
2014
Q2 		$747K Sell
9,087
-6,216
-41% -$480K 0.85% 45
2014
Q1 		$1.13M Sell
15,303
-1,302
-8% -$101K 0.98% 28
2013
Q4 		$1.34M Buy
16,605
+6,670
+67% +$538K 1.11% 25
2013
Q3 		$793K Sell
9,935
-240
-2% -$19.9K 0.92% 40
2013
Q2 		$869K Buy
+10,175
New +$886K 1.32% 25

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

WESPAC Advisors's KMP Position: Q4 2014 in Review

WESPAC Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 15,887 shares — an estimated $1.48M sold.

WESPAC Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.48M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • WESPAC Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • WESPAC Advisors sold 15,887 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.48M.
  • WESPAC Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • WESPAC Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.48M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on WESPAC Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.