EAM
KMR

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

Evanson 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
-27,778
Closed -$2.58M – 214
2014
Q3 		$2.58M Sell
27,778
-202
-0.7% -$17.4K 1.05% 23
2014
Q2 		$2.14M Sell
27,980
-1,656
-6% -$118K 0.83% 29
2014
Q1 		$2.02M Sell
29,636
-4,244
-13% -$295K 0.89% 28
2013
Q4 		$2.4M Buy
+33,880
New +$2.36M 1.07% 25

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

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

Evanson Asset Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 27,778 shares — an estimated $2.58M sold.

Evanson Asset Management first reported a position in KMR in Q4 2013 and held it in 4 quarters. The position peaked at $2.58M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Evanson Asset Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Evanson Asset Management sold 27,778 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $2.58M.
  • Evanson Asset Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q4 2013 and held it in 4 quarters.
  • Evanson Asset Management's KINDER MORGAN MANAGEMENT LLC position peaked at $2.58M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Evanson Asset Management's 13F filing for Q4 2014, filed 9 Feb 2015.