BFG
KMR

Beacon Financial Group’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Beacon Financial 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
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

Beacon Financial Group's KMR Position: Q4 2015 in Review

Beacon Financial Group sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2015, closing a stake of 7,987 shares — an estimated $209K sold.

Beacon Financial Group first reported a position in KMR in Q3 2013 and held it in 9 quarters. The position peaked at $1.39M in Q4 2014. 0 funds tracked by Wall St. Rank hold KMR as of Q4 2015.

  • Beacon Financial Group reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2015 after selling out during the quarter.
  • Beacon Financial Group sold 7,987 KINDER MORGAN MANAGEMENT LLC shares in Q4 2015, an estimated $209K.
  • Beacon Financial Group first reported a position in KINDER MORGAN MANAGEMENT LLC in Q3 2013 and held it in 9 quarters.
  • Beacon Financial Group's KINDER MORGAN MANAGEMENT LLC position peaked at $1.39M in Q4 2014.
  • 0 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2015.

Based on Beacon Financial Group's 13F filing for Q4 2015, filed 4 Jan 2016.