FA
KMR

Financial Advantage’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Financial Advantage’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
-58,666
Closed -$5.44M – 131
2014
Q3 		$5.44M Sell
58,666
-34,421
-37% -$2.97M 5.15% 6
2014
Q2 		$7.12M Sell
93,087
-2,282
-2% -$162K 6.96% 5
2014
Q1 		$6.5M Sell
95,369
-11,077
-10% -$769K 6.34% 5
2013
Q4 		$7.53M Sell
106,446
-1,809
-2% -$126K 6.37% 6
2013
Q3 		$7.46M Buy
108,255
+1,973
+2% +$145K 6.43% 4
2013
Q2 		$8.04M Buy
+106,282
New +$8.13M 6.98% 4

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

Financial Advantage's KMR Position: Q4 2014 in Review

Financial Advantage sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 58,666 shares — an estimated $5.44M sold.

Financial Advantage first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $8.04M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Financial Advantage reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Financial Advantage sold 58,666 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $5.44M.
  • Financial Advantage first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Financial Advantage's KINDER MORGAN MANAGEMENT LLC position peaked at $8.04M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Financial Advantage's 13F filing for Q4 2014, filed 10 Feb 2015.