GA
KMR

Geneva Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Geneva Advisors’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
-3,171
Closed -$294K – 765
2014
Q3 		$294K Buy
3,171
+368
+13% +$31.8K 0.01% 516
2014
Q2 		$214K Buy
+2,803
New +$199K ﹤0.01% 579
2014
Q1 		– Sell
-3,630
Closed -$257K – 716
2013
Q4 		$257K Sell
3,630
-72
-2% -$5.02K ﹤0.01% 424
2013
Q3 		$255K Sell
3,702
-159,045
-98% -$11.7M 0.01% 420
2013
Q2 		$12.3M Buy
+162,747
New +$12.4M 0.29% 88

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

Geneva Advisors's KMR Position: Q4 2014 in Review

Geneva Advisors sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 3,171 shares — an estimated $294K sold.

Geneva Advisors first reported a position in KMR in Q2 2013 and held it in 5 quarters. The position peaked at $12.3M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Geneva Advisors reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Geneva Advisors sold 3,171 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $294K.
  • Geneva Advisors first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 5 quarters.
  • Geneva Advisors's KINDER MORGAN MANAGEMENT LLC position peaked at $12.3M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Geneva Advisors's 13F filing for Q4 2014, filed 2 Feb 2015.