WT
KMP

Whittier Trust’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Whittier Trust’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
-39,278
Closed -$3.66M – 1125
2014
Q3 		$3.66M Buy
39,278
+326
+0.8% +$29K 0.18% 145
2014
Q2 		$3.2M Buy
38,952
+4,255
+12% +$328K 0.16% 148
2014
Q1 		$2.57M Sell
34,697
-9,820
-22% -$763K 0.13% 152
2013
Q4 		$3.59M Sell
44,517
-1,128
-2% -$91K 0.18% 130
2013
Q3 		$3.64M Buy
45,645
+107
+0.2% +$8.86K 0.2% 129
2013
Q2 		$3.89M Buy
+45,538
New +$3.96M 0.22% 117

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

Whittier Trust's KMP Position: Q4 2014 in Review

Whittier Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 39,278 shares — an estimated $3.66M sold.

Whittier Trust first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $3.89M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Whittier Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Whittier Trust sold 39,278 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $3.66M.
  • Whittier Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Whittier Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $3.89M in Q2 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Whittier Trust's 13F filing for Q4 2014, filed 4 Feb 2015.