EWM
KMR

Evercore Wealth Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Evercore Wealth 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
-548
Closed -$50K – 1044
2014
Q3 		$50K Sell
548
-54
-9% -$4.66K ﹤0.01% 614
2014
Q2 		$46K Buy
602
+52
+9% +$3.69K ﹤0.01% 625
2014
Q1 		$38K Buy
550
+2
+0.4% +$139 ﹤0.01% 640
2013
Q4 		$39K Hold
548
– – ﹤0.01% 594
2013
Q3 		$38K Buy
548
+190
+53% +$13.9K ﹤0.01% 600
2013
Q2 		$27K Buy
+358
New +$27.4K ﹤0.01% 628

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

Evercore Wealth Management's KMR Position: Q4 2014 in Review

Evercore Wealth Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 548 shares — an estimated $50K sold.

Evercore Wealth Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $50K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Evercore Wealth Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 548 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $50K.
  • Evercore Wealth Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's KINDER MORGAN MANAGEMENT LLC position peaked at $50K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

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