Beacon Financial Group’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,987
| Closed | -$209K | – | 178 |
|
|
2015
Q3 | $209K | Sell |
7,987
-976
| -11% | -$25.5K | 0.05% | 159 |
|
|
2015
Q2 | $343K | Sell |
8,963
-29
| -0.3% | -$1.11K | 0.07% | 138 |
|
|
2015
Q1 | $379K | Sell |
8,992
-23,690
| -72% | -$999K | 0.08% | 122 |
|
|
2014
Q4 | $1.39M | Buy |
32,682
+23,254
| +247% | +$2.19M | 0.29% | 75 |
|
|
2014
Q3 | $877K | Sell |
9,428
-73
| -0.8% | -$6.3K | 0.19% | 87 |
|
|
2014
Q2 | $722K | Buy |
9,501
+879
| +10% | +$62.4K | 0.16% | 94 |
|
|
2014
Q1 | $583K | Buy |
8,622
+485
| +6% | +$33.7K | 0.12% | 110 |
|
|
2013
Q4 | $574K | Sell |
8,137
-665
| -8% | -$46.4K | 0.11% | 121 |
|
|
2013
Q3 | $609K | Buy |
+8,802
| New | +$645K | 0.13% | 111 |
|