AG
KMR

Aperio Group’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Aperio Group’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
-15,836
Closed -$1.47M – 1958
2014
Q3 		$1.47M Sell
15,836
-202
-1% -$17.4K 0.02% 708
2014
Q2 		$1.23M Sell
16,038
-779
-5% -$55.3K 0.02% 767
2014
Q1 		$1.15M Buy
+16,817
New +$1.17M 0.02% 933
2013
Q4 		– Sell
-19,591
Closed -$1.37M – 855
2013
Q3 		$1.35M Buy
19,591
+11,154
+132% +$817K 0.03% 731
2013
Q2 		$638K Buy
+8,437
New +$645K 0.02% 937

Other funds holding KMR

IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 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

Aperio Group's KMR Position: Q4 2014 in Review

Aperio Group sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 15,836 shares — an estimated $1.47M sold.

Aperio Group first reported a position in KMR in Q2 2013 and held it in 5 quarters. The position peaked at $1.47M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Aperio Group reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Aperio Group sold 15,836 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $1.47M.
  • Aperio Group first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 5 quarters.
  • Aperio Group's KINDER MORGAN MANAGEMENT LLC position peaked at $1.47M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Aperio Group's 13F filing for Q4 2014, filed 30 Jan 2015.