CFA
KMR

Carroll Financial Associates’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Carroll Financial Associates’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
-1,293
Closed -$121K – 984
2014
Q3 		$121K Sell
1,293
-3,077
-70% -$266K 0.04% 193
2014
Q2 		$334K Buy
4,370
+4,336
+12,753% +$308K 0.09% 124
2014
Q1 		$2K Sell
34
-456,373
-100% -$31.7M ﹤0.01% 795
2013
Q4 		$0 Sell
456,407
-7,761
-2% -$541K ﹤0.01% 956
2013
Q3 		$0 Sell
464,168
-7,287
-2% -$534K ﹤0.01% 898
2013
Q2 		$0 Buy
+471,455
New +$36M ﹤0.01% 747

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

Carroll Financial Associates's KMR Position: Q4 2014 in Review

Carroll Financial Associates sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 1,293 shares — an estimated $121K sold.

Carroll Financial Associates first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $334K in Q2 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Carroll Financial Associates reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 1,293 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $121K.
  • Carroll Financial Associates first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Carroll Financial Associates's KINDER MORGAN MANAGEMENT LLC position peaked at $334K in Q2 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Carroll Financial Associates's 13F filing for Q4 2014, filed 9 Feb 2015.