HFA
KMR

Harvest Fund Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Harvest Fund 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
-2,588,020
Closed -$240M – 72
2014
Q3 		$240M Sell
2,588,020
-1,281,039
-33% -$111M 3.8% 9
2014
Q2 		$296M Buy
3,869,059
+390,038
+11% +$27.7M 4.9% 7
2014
Q1 		$237M Buy
3,479,021
+436,011
+14% +$30.3M 5.08% 6
2013
Q4 		$215M Sell
3,043,010
-129,701
-4% -$9.05M 5.29% 5
2013
Q3 		$218M Buy
3,172,711
+401,002
+14% +$29.4M 7.05% 4
2013
Q2 		$210M Buy
+2,771,709
New +$212M 8.43% 3

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

Harvest Fund Advisors's KMR Position: Q4 2014 in Review

Harvest Fund Advisors sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 2,588,020 shares — an estimated $240M sold.

Harvest Fund Advisors first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $296M in Q2 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Harvest Fund Advisors reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Harvest Fund Advisors sold 2,588,020 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $240M.
  • Harvest Fund Advisors first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Harvest Fund Advisors's KINDER MORGAN MANAGEMENT LLC position peaked at $296M in Q2 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

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