EFS
KMR

Essex Financial Services’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Essex Financial Services’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
-5,264
Closed -$488K – 332
2014
Q3 		$488K Sell
5,264
-128
-2% -$11K 0.15% 163
2014
Q2 		$412K Sell
5,392
-1,842
-25% -$131K 0.12% 184
2014
Q1 		$493K Buy
7,234
+693
+11% +$48.1K 0.16% 145
2013
Q4 		$463K Buy
6,541
+2,916
+80% +$203K 0.16% 139
2013
Q3 		$250 Sell
3,625
-5
-0.1% -$366 0.08% 215
2013
Q2 		$275K Buy
+3,630
New +$278K 0.1% 203

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

Essex Financial Services's KMR Position: Q4 2014 in Review

Essex Financial Services sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 5,264 shares — an estimated $488K sold.

Essex Financial Services first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $493K in Q1 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Essex Financial Services reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Essex Financial Services sold 5,264 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $488K.
  • Essex Financial Services first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Essex Financial Services's KINDER MORGAN MANAGEMENT LLC position peaked at $493K in Q1 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Essex Financial Services's 13F filing for Q4 2014, filed 7 Jan 2015.