AIA
KMR

Avalon Investment & Advisory’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Avalon Investment & Advisory’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
-7,565
Closed -$702K – 261
2014
Q3 		$702K Sell
7,565
-259
-3% -$22.4K 0.04% 135
2014
Q2 		$598K Buy
7,824
+1,367
+21% +$97.1K 0.03% 139
2014
Q1 		$440K Sell
6,457
-656
-9% -$45.6K 0.02% 149
2013
Q4 		$503K Buy
7,113
+142
+2% +$9.91K 0.03% 145
2013
Q3 		$480K Sell
6,971
-10
-0.1% -$733 0.03% 153
2013
Q2 		$528K Buy
+6,981
New +$534K 0.03% 155

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

Avalon Investment & Advisory's KMR Position: Q4 2014 in Review

Avalon Investment & Advisory sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 7,565 shares — an estimated $702K sold.

Avalon Investment & Advisory first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $702K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Avalon Investment & Advisory reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Avalon Investment & Advisory sold 7,565 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $702K.
  • Avalon Investment & Advisory first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Avalon Investment & Advisory's KINDER MORGAN MANAGEMENT LLC position peaked at $702K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Avalon Investment & Advisory's 13F filing for Q4 2014, filed 18 Feb 2015.