FCH
KMR

Freestone Capital Holdings’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Freestone Capital Holdings’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
-63,032
Closed -$5.85M – 181
2014
Q3 		$5.85M Sell
63,032
-545
-0.9% -$47K 1.01% 30
2014
Q2 		$4.86M Buy
63,577
+10,423
+20% +$740K 0.76% 30
2014
Q1 		$3.62M Buy
53,154
+4,492
+9% +$312K 0.64% 30
2013
Q4 		$3.44M Buy
48,662
+5,506
+13% +$384K 0.61% 33
2013
Q3 		$2.97M Buy
43,156
+15,332
+55% +$1.12M 0.53% 36
2013
Q2 		$2.1M Buy
+27,824
New +$2.13M 0.43% 42

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

Freestone Capital Holdings's KMR Position: Q4 2014 in Review

Freestone Capital Holdings sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 63,032 shares — an estimated $5.85M sold.

Freestone Capital Holdings first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $5.85M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Freestone Capital Holdings reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Freestone Capital Holdings sold 63,032 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $5.85M.
  • Freestone Capital Holdings first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Freestone Capital Holdings's KINDER MORGAN MANAGEMENT LLC position peaked at $5.85M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Freestone Capital Holdings's 13F filing for Q4 2014, filed 11 Feb 2015.