BFS
KMR

Bradley Foster & Sargent’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Bradley Foster & Sargent’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
-60,044
Closed -$5.57M – 371
2014
Q3 		$5.57M Sell
60,044
-3,202
-5% -$276K 0.26% 97
2014
Q2 		$4.83M Sell
63,246
-2,427
-4% -$172K 0.24% 100
2014
Q1 		$4.48M Sell
65,673
-3,592
-5% -$249K 0.23% 102
2013
Q4 		$4.9M Sell
69,265
-2,573
-4% -$180K 0.26% 99
2013
Q3 		$4.95M Sell
71,838
-34,578
-32% -$2.53M 0.29% 97
2013
Q2 		$8.05M Buy
+106,416
New +$8.14M 0.5% 64

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

Bradley Foster & Sargent's KMR Position: Q4 2014 in Review

Bradley Foster & Sargent sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 60,044 shares — an estimated $5.57M sold.

Bradley Foster & Sargent first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $8.05M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Bradley Foster & Sargent reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Bradley Foster & Sargent sold 60,044 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $5.57M.
  • Bradley Foster & Sargent first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Bradley Foster & Sargent's KINDER MORGAN MANAGEMENT LLC position peaked at $8.05M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Bradley Foster & Sargent's 13F filing for Q4 2014, filed 9 Feb 2015.