DCM
KMR

Donaldson Capital Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Donaldson Capital 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
-557,163
Closed -$22.5M – 157
2014
Q3 		$22.5M Buy
557,163
+331,819
+147% +$28.6M 3.55% 4
2014
Q2 		$17.2M Buy
225,344
+10,565
+5% +$750K 2.76% 12
2014
Q1 		$14.6M Buy
214,779
+7,635
+4% +$530K 2.65% 18
2013
Q4 		$14.6M Buy
207,144
+9,491
+5% +$662K 2.83% 12
2013
Q3 		$13.6M Sell
197,653
-924
-0.5% -$67.7K 2.88% 10
2013
Q2 		$15M Buy
+198,577
New +$15.2M 3.4% 6

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

Donaldson Capital Management's KMR Position: Q4 2014 in Review

Donaldson Capital Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 557,163 shares — an estimated $22.5M sold.

Donaldson Capital Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $22.5M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Donaldson Capital Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Donaldson Capital Management sold 557,163 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $22.5M.
  • Donaldson Capital Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Donaldson Capital Management's KINDER MORGAN MANAGEMENT LLC position peaked at $22.5M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Donaldson Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.