BA
KMR

Broadview Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Broadview Advisors’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
-15,319
Closed -$1.42M – 104
2014
Q3 		$1.42M Sell
15,319
-9,543
-38% -$824K 0.16% 75
2014
Q2 		$1.85M Buy
24,862
+7,515
+43% +$534K 0.18% 81
2014
Q1 		$1.18M Buy
17,347
+32
+0.2% +$2.22K 0.12% 84
2013
Q4 		$1.22M Buy
17,315
+8
+0% +$558 0.13% 78
2013
Q3 		$1.19M Sell
17,307
-4
-0% -$293 0.14% 84
2013
Q2 		$1.31M Buy
+17,311
New +$1.32M 0.18% 84

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

Broadview Advisors's KMR Position: Q4 2014 in Review

Broadview Advisors sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 15,319 shares — an estimated $1.42M sold.

Broadview Advisors first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $1.85M in Q2 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Broadview Advisors reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Broadview Advisors sold 15,319 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $1.42M.
  • Broadview Advisors first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Broadview Advisors's KINDER MORGAN MANAGEMENT LLC position peaked at $1.85M in Q2 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Broadview Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.