Williams Jones & Associates’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Williams Jones & Associates’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	-46,829	Closed	-$4.37M	–	410
2014 Q3	$4.37M	Sell	46,829 -1,335	-3%	-$119K	0.2%	98
2014 Q2	$3.96M	Sell	48,164 -76,504	-61%	-$5.9M	0.18%	102
2014 Q1	$9.22M	Buy	124,668 +70,764	+131%	+$5.5M	0.19%	107
2013 Q4	$4.35M	Sell	53,904 -4,861	-8%	-$392K	0.21%	88
2013 Q3	$4.69M	Sell	58,765 -28,093	-32%	-$2.33M	0.24%	89
2013 Q2	$7.42M	Buy	+86,858	New	+$7.56M	0.37%	68

Other funds holding KMP

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

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 $381M AUM 42.16% 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 $900M AUM 31.19% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Williams Jones & Associates's KMP Position: Q4 2014 in Review

Williams Jones & Associates sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 46,829 shares — an estimated $4.37M sold.

Williams Jones & Associates first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $9.22M in Q1 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Williams Jones & Associates reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Williams Jones & Associates sold 46,829 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $4.37M.
Williams Jones & Associates first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Williams Jones & Associates's KINDER MORGAN ENER PNTRS L.P. position peaked at $9.22M in Q1 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Williams Jones & Associates's 13F filing for Q4 2014, filed 17 Feb 2015.