BCM
KMR

Bourgeon Capital Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Bourgeon Capital 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
-14,045
Closed -$1.3M – 115
2014
Q3 		$1.3M Sell
14,045
-514
-4% -$44.4K 0.76% 45
2014
Q2 		$1.11M Sell
14,559
-32
-0.2% -$2.27K 0.61% 51
2014
Q1 		$995K Sell
14,591
-31
-0.2% -$2.15K 0.63% 53
2013
Q4 		$1.03M Sell
14,622
-63
-0.4% -$4.39K 0.66% 50
2013
Q3 		$1.01M Buy
14,685
+233
+2% +$17.1K 0.68% 47
2013
Q2 		$1.09M Buy
+14,452
New +$1.1M 0.78% 46

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

Bourgeon Capital Management's KMR Position: Q4 2014 in Review

Bourgeon Capital Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 14,045 shares — an estimated $1.3M sold.

Bourgeon Capital Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $1.3M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Bourgeon Capital Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Bourgeon Capital Management sold 14,045 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $1.3M.
  • Bourgeon Capital Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Bourgeon Capital Management's KINDER MORGAN MANAGEMENT LLC position peaked at $1.3M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Bourgeon Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.