MBT
KMR

Montecito Bank & Trust’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Montecito Bank & Trust’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
-3,824
Closed -$355K – 171
2014
Q3 		$355K Sell
3,824
-4
-0.1% -$345 0.22% 100
2014
Q2 		$293K Sell
3,828
-371
-9% -$26.3K 0.18% 108
2014
Q1 		$286K Sell
4,199
-20
-0.5% -$1.39K 0.18% 104
2013
Q4 		$298K Sell
4,219
-3
-0.1% -$209 0.19% 102
2013
Q3 		$291K Sell
4,222
-127
-3% -$9.3K 0.19% 97
2013
Q2 		$329K Buy
+4,349
New +$332K 0.22% 87

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

Montecito Bank & Trust's KMR Position: Q4 2014 in Review

Montecito Bank & Trust sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 3,824 shares — an estimated $355K sold.

Montecito Bank & Trust first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $355K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Montecito Bank & Trust reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Montecito Bank & Trust sold 3,824 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $355K.
  • Montecito Bank & Trust first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Montecito Bank & Trust's KINDER MORGAN MANAGEMENT LLC position peaked at $355K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Montecito Bank & Trust's 13F filing for Q4 2014, filed 11 Feb 2015.