WFG
KMP

Wills Financial Group’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Wills Financial Group’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
-24,430
Closed -$2.28M – 83
2014
Q3 		$2.28M Buy
24,430
+66
+0.3% +$5.87K 1.93% 18
2014
Q2 		$2M Buy
24,364
+382
+2% +$29.5K 1.66% 24
2014
Q1 		$1.77M Buy
23,982
+735
+3% +$57.1K 1.69% 22
2013
Q4 		$1.88M Buy
+23,247
New +$1.88M 1.93% 16

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

Wills Financial Group's KMP Position: Q4 2014 in Review

Wills Financial Group sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 24,430 shares — an estimated $2.28M sold.

Wills Financial Group first reported a position in KMP in Q4 2013 and held it in 4 quarters. The position peaked at $2.28M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Wills Financial Group reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Wills Financial Group sold 24,430 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $2.28M.
  • Wills Financial Group first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q4 2013 and held it in 4 quarters.
  • Wills Financial Group's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.28M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Wills Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.