BAM
KMR

Burnham Asset Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Burnham Asset 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
-2,721
Closed -$252K – 245
2014
Q3 		$252K Sell
2,721
-2
-0.1% -$173 0.06% 216
2014
Q2 		$208K Sell
2,723
-1,819
-40% -$129K 0.05% 239
2014
Q1 		$310K Sell
4,542
-7
-0.2% -$486 0.07% 211
2013
Q4 		$322K Sell
4,549
-118
-3% -$8.23K 0.08% 203
2013
Q3 		$322K Sell
4,667
-1,162
-20% -$85.1K 0.08% 203
2013
Q2 		$441K Buy
+5,829
New +$446K 0.11% 171

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

Burnham Asset Management's KMR Position: Q4 2014 in Review

Burnham Asset Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 2,721 shares — an estimated $252K sold.

Burnham Asset Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $441K in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Burnham Asset Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Burnham Asset Management sold 2,721 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $252K.
  • Burnham Asset Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Burnham Asset Management's KINDER MORGAN MANAGEMENT LLC position peaked at $441K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Burnham Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.