CPWM LLC’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

CPWM LLC’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	-246,734	Closed	–	–	176
2014 Q3	$0	Sell	246,734 -4,293	-2%	-$370K	﹤0.01%	143
2014 Q2	$0	Sell	251,027 -4,518	-2%	-$321K	﹤0.01%	137
2014 Q1	$0	Sell	255,545 -4,549	-2%	-$316K	﹤0.01%	129
2013 Q4	$0	Buy	+260,094	New	+$18.1M	﹤0.01%	123

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

CPWM LLC's KMR Position: Q4 2014 in Review

CPWM LLC sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 246,734 shares.

CPWM LLC first reported a position in KMR in Q4 2013 and held it in 4 quarters. The position peaked at $0 in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

CPWM LLC reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
CPWM LLC sold 246,734 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014.
CPWM LLC first reported a position in KINDER MORGAN MANAGEMENT LLC in Q4 2013 and held it in 4 quarters.
CPWM LLC's KINDER MORGAN MANAGEMENT LLC position peaked at $0 in Q3 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on CPWM LLC's 13F filing for Q4 2014, filed 9 Jun 2017.