WFG Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-115,636
| Closed | -$10.8M | – | 2323 |
|
|
2014
Q3 | $10.8M | Sell |
115,636
-5,827
| -5% | -$544K | 2.05% | 3 |
|
|
2014
Q2 | $9.99M | Sell |
121,463
-2,405
| -2% | -$198K | 1.86% | 3 |
|
|
2014
Q1 | $9.16M | Sell |
123,868
-3,240
| -3% | -$240K | 1.84% | 3 |
|
|
2013
Q4 | $10.3M | Buy |
127,108
+3,365
| +3% | +$271K | 1.46% | 3 |
|
|
2013
Q3 | $9.88M | Buy |
123,743
+464
| +0.4% | +$37K | 1.53% | 3 |
|
|
2013
Q2 | $10.5M | Buy |
+123,279
| New | +$10.5M | 1.75% | 3 |
|