LCM
KMR

Logan Capital Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Logan Capital 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
-4,527
Closed -$420K – 282
2014
Q3 		$420K Sell
4,527
-366
-7% -$31.6K 0.03% 228
2014
Q2 		$374K Sell
4,893
-13,418
-73% -$953K 0.03% 232
2014
Q1 		$1.25M Sell
18,311
-685
-4% -$47.6K 0.09% 129
2013
Q4 		$1.34M Buy
18,996
+497
+3% +$34.7K 0.1% 127
2013
Q3 		$1.27M Sell
18,499
-13,479
-42% -$987K 0.1% 125
2013
Q2 		$1.2M Buy
+31,978
New +$2.44M 0.1% 132

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

Logan Capital Management's KMR Position: Q4 2014 in Review

Logan Capital Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 4,527 shares — an estimated $420K sold.

Logan Capital Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $1.34M in Q4 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Logan Capital Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Logan Capital Management sold 4,527 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $420K.
  • Logan Capital Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Logan Capital Management's KINDER MORGAN MANAGEMENT LLC position peaked at $1.34M in Q4 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Logan Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.