AWM
KMR

Avior Wealth Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Avior Wealth Management’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
-549
Closed -$51K – 352
2014
Q3 		$51K Hold
549
– – 0.04% 130
2014
Q2 		$42K Hold
549
– – 0.04% 146
2014
Q1 		$37K Buy
+549
New +$38.1K 0.03% 148

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

Avior Wealth Management's KMR Position: Q4 2014 in Review

Avior Wealth Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 549 shares — an estimated $51K sold.

Avior Wealth Management first reported a position in KMR in Q1 2014 and held it in 3 quarters. The position peaked at $51K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Avior Wealth Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Avior Wealth Management sold 549 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $51K.
  • Avior Wealth Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q1 2014 and held it in 3 quarters.
  • Avior Wealth Management's KINDER MORGAN MANAGEMENT LLC position peaked at $51K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Avior Wealth Management's 13F filing for Q4 2014, filed 12 Feb 2015.