WCM
KMP

Wunderlich Capital Managemnt’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Wunderlich Capital Managemnt’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
2015
Q1 		– Sell
-19,702
Closed -$830K – 92
2014
Q4 		$830K Buy
19,702
+11,262
+133% +$1.06M 0.7% 83
2014
Q3 		$780K Sell
8,440
-136
-2% -$12.1K 0.7% 84
2014
Q2 		$710K Buy
8,576
+124
+1% +$9.57K 0.65% 82
2014
Q1 		$630K Buy
8,452
+43
+0.5% +$3.34K 0.59% 82
2013
Q4 		$680K Buy
+8,409
New +$678K 0.65% 63

Other funds holding KMP

SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Wunderlich Capital Managemnt's KMP Position: Q1 2015 in Review

Wunderlich Capital Managemnt sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q1 2015, closing a stake of 19,702 shares — an estimated $830K sold.

Wunderlich Capital Managemnt first reported a position in KMP in Q4 2013 and held it in 5 quarters. The position peaked at $830K in Q4 2014. 5 funds tracked by Wall St. Rank hold KMP as of Q1 2015.

  • Wunderlich Capital Managemnt reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q1 2015 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 19,702 KINDER MORGAN ENER PNTRS L.P. shares in Q1 2015, an estimated $830K.
  • Wunderlich Capital Managemnt first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q4 2013 and held it in 5 quarters.
  • Wunderlich Capital Managemnt's KINDER MORGAN ENER PNTRS L.P. position peaked at $830K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q1 2015.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2015, filed 5 May 2015.