AR
KMR

Advisory Research’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Advisory Research’s Portfolio KMR Stock Details KMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,877,194
Closed -$174M – 360
2014
Q3 		$174M Sell
1,877,194
-109,172
-5% -$9.42M 1.69% 11
2014
Q2 		$152M Buy
1,986,366
+125,182
+7% +$8.89M 1.41% 17
2014
Q1 		$127M Buy
1,861,184
+113,258
+6% +$7.87M 1.31% 20
2013
Q4 		$124M Buy
1,747,926
+11,577
+0.7% +$808K 1.27% 20
2013
Q3 		$120M Buy
1,736,349
+98,089
+6% +$7.19M 1.29% 17
2013
Q2 		$124M Buy
+1,638,260
New +$125M 1.4% 13

Other funds holding KMR

IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM

Advisory Research's KMR Position: Q4 2014 in Review

Advisory Research sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 1,877,194 shares — an estimated $174M sold.

Advisory Research first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $174M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Advisory Research reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Advisory Research sold 1,877,194 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $174M.
  • Advisory Research first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Advisory Research's KINDER MORGAN MANAGEMENT LLC position peaked at $174M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Advisory Research's 13F filing for Q4 2014, filed 13 Feb 2015.