GGPS
KMR

Gary Goldberg Planning Services’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Gary Goldberg Planning Services’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
-909
Closed -$84K – 514
2014
Q3 		$84K Sell
909
-145
-14% -$12.5K 0.03% 171
2014
Q2 		$81K Hold
1,054
– – 0.04% 174
2014
Q1 		$72K Sell
1,054
-2
-0.2% -$139 0.04% 181
2013
Q4 		$75K Sell
1,056
-2
-0.2% -$140 0.04% 161
2013
Q3 		$73K Sell
1,058
-2
-0.2% -$147 0.04% 156
2013
Q2 		$80K Buy
+1,060
New +$81K 0.05% 142

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

Gary Goldberg Planning Services's KMR Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 909 shares — an estimated $84K sold.

Gary Goldberg Planning Services first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $84K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 909 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $84K.
  • Gary Goldberg Planning Services first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's KINDER MORGAN MANAGEMENT LLC position peaked at $84K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.