KFS
KMR

KMS Financial Services’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

KMS Financial 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
Q3 		$1.04M Buy
11,225
+340
+3% +$29.3K 0.15% 155
2014
Q2 		$832K Buy
+10,885
New +$773K 0.12% 180
2013
Q3 		– Sell
-3,021
Closed -$228K – 484
2013
Q2 		$228K Buy
+3,021
New +$231K 0.06% 314

Other funds holding KMR

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

KMS Financial Services's KMR Position: Q3 2014 in Review

KMS Financial Services increased its KINDER MORGAN MANAGEMENT LLC (KMR) stake by 3.1% in Q3 2014, buying an estimated $29.3K and bringing the position to 11,225 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #155.

KMS Financial Services first reported a position in KMR in Q2 2013 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold KMR as of Q3 2014.

  • KMS Financial Services held 11,225 shares of KINDER MORGAN MANAGEMENT LLC worth $1.04M as of Q3 2014.
  • KMS Financial Services bought 340 KINDER MORGAN MANAGEMENT LLC shares in Q3 2014, an estimated $29.3K.
  • KINDER MORGAN MANAGEMENT LLC made up 0.15% of KMS Financial Services's portfolio in Q3 2014, its #155 holding.
  • KMS Financial Services first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.