LW
KMR

Linscomb Wealth’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Linscomb Wealth’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
-4,317
Closed -$400K – 293
2014
Q3 		$400K Sell
4,317
-42
-1% -$3.63K 0.04% 191
2014
Q2 		$333K Sell
4,359
-15,785
-78% -$1.12M 0.04% 207
2014
Q1 		$1.37M Buy
20,144
+15,400
+325% +$1.07M 0.15% 92
2013
Q4 		$336K Buy
4,744
+2
+0% +$140 0.04% 173
2013
Q3 		$327K Sell
4,742
-2
-0% -$147 0.04% 177
2013
Q2 		$359K Buy
+4,744
New +$363K 0.05% 162

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

Linscomb Wealth's KMR Position: Q4 2014 in Review

Linscomb Wealth sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 4,317 shares — an estimated $400K sold.

Linscomb Wealth first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $1.37M in Q1 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Linscomb Wealth reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Linscomb Wealth sold 4,317 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $400K.
  • Linscomb Wealth first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Linscomb Wealth's KINDER MORGAN MANAGEMENT LLC position peaked at $1.37M in Q1 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Linscomb Wealth's 13F filing for Q4 2014, filed 4 Feb 2015.