FFSOTS
KMR

Fiduciary Financial Services of The Southwest’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Fiduciary Financial Services of The Southwest’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
-76,433
Closed -$7.09M – 179
2014
Q3 		$7.09M Sell
76,433
-3,459
-4% -$299K 2% 6
2014
Q2 		$6.11M Sell
79,892
-7
-0% -$497 1.71% 12
2014
Q1 		$5.45M Sell
79,899
-477
-0.6% -$33.1K 1.64% 15
2013
Q4 		$5.68M Buy
80,376
+699
+0.9% +$48.8K 1.79% 13
2013
Q3 		$5.49M Buy
79,677
+360
+0.5% +$26.4K 1.81% 12
2013
Q2 		$6M Buy
+79,317
New +$6.06M 2% 9

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

Fiduciary Financial Services of The Southwest's KMR Position: Q4 2014 in Review

Fiduciary Financial Services of The Southwest sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 76,433 shares — an estimated $7.09M sold.

Fiduciary Financial Services of The Southwest first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $7.09M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Fiduciary Financial Services of The Southwest reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 76,433 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $7.09M.
  • Fiduciary Financial Services of The Southwest first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Fiduciary Financial Services of The Southwest's KINDER MORGAN MANAGEMENT LLC position peaked at $7.09M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2014, filed 12 Feb 2015.