Bank of Montreal
KMR

Bank of Montreal’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Bank of Montreal’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
-53,858
Closed -$5M – 4358
2014
Q3 		$5M Buy
53,858
+8,515
+19% +$735K 0.01% 1086
2014
Q2 		$3.47M Buy
45,343
+7,934
+21% +$563K ﹤0.01% 1226
2014
Q1 		$2.55M Sell
37,409
-6,007
-14% -$417K ﹤0.01% 1226
2013
Q4 		$3.07M Buy
43,416
+2,085
+5% +$145K ﹤0.01% 1006
2013
Q3 		$2.85M Sell
41,331
-1,906
-4% -$140K ﹤0.01% 1001
2013
Q2 		$3.27M Buy
+43,237
New +$3.31M 0.01% 903

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

Bank of Montreal's KMR Position: Q4 2014 in Review

Bank of Montreal sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 53,858 shares — an estimated $5M sold.

Bank of Montreal first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $5M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Bank of Montreal reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Bank of Montreal sold 53,858 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $5M.
  • Bank of Montreal first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Bank of Montreal's KINDER MORGAN MANAGEMENT LLC position peaked at $5M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Bank of Montreal's 13F filing for Q4 2014, filed 9 Feb 2015.