JWM
KMR

Jacobus Wealth Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Jacobus Wealth Management’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
-115,124
Closed -$10.7M – 322
2014
Q3 		$10.7M Sell
115,124
-998
-0.9% -$86.1K 2.94% 7
2014
Q2 		$8.88M Sell
116,122
-2,078
-2% -$148K 2.27% 12
2014
Q1 		$8.06M Sell
118,200
-2,218
-2% -$154K 1.96% 13
2013
Q4 		$8.52M Buy
120,418
+46,468
+63% +$3.24M 2.47% 9
2013
Q3 		$5.09M Buy
73,950
+272
+0.4% +$19.9K 1.78% 16
2013
Q2 		$5.57M Buy
+73,678
New +$5.63M 2.04% 13

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

Jacobus Wealth Management's KMR Position: Q4 2014 in Review

Jacobus Wealth Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 115,124 shares — an estimated $10.7M sold.

Jacobus Wealth Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $10.7M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Jacobus Wealth Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 115,124 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $10.7M.
  • Jacobus Wealth Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Jacobus Wealth Management's KINDER MORGAN MANAGEMENT LLC position peaked at $10.7M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Jacobus Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.