Whitney & Co’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Whitney & Co’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	-24,425	Closed	-$2.01M	–	104
2014 Q2	$2.01M	Buy	24,425 +325	+1%	+$25.1K	0.93%	48
2014 Q1	$1.78M	Buy	24,100 +2,000	+9%	+$155K	0.9%	48
2013 Q4	$1.78M	Buy	22,100 +5,900	+36%	+$476K	0.98%	45
2013 Q3	$1.29M	Buy	16,200 +3,350	+26%	+$277K	0.9%	47
2013 Q2	$1.1M	Buy	+12,850	New	+$1.12M	0.8%	48

Other funds holding KMP

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

Citigroup New York $235B AUM 32.99% 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

Whitney & Co's KMP Position: Q3 2014 in Review

Whitney & Co sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q3 2014, closing a stake of 24,425 shares — an estimated $2.01M sold.

Whitney & Co first reported a position in KMP in Q2 2013 and held it in 5 quarters. The position peaked at $2.01M in Q2 2014. 711 funds tracked by Wall St. Rank hold KMP as of Q3 2014.

Whitney & Co reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q3 2014 after selling out during the quarter.
Whitney & Co sold 24,425 KINDER MORGAN ENER PNTRS L.P. shares in Q3 2014, an estimated $2.01M.
Whitney & Co first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 5 quarters.
Whitney & Co's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.01M in Q2 2014.
711 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q3 2014.

Based on Whitney & Co's 13F filing for Q3 2014, filed 31 Oct 2014.