MIS
KMR

Morningstar Investment Services’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-48,829
Closed -$4.53M – 237
2014
Q3 		$4.53M Buy
48,829
+2,414
+5% +$208K 0.23% 96
2014
Q2 		$3.55M Buy
46,415
+5,218
+13% +$371K 0.21% 101
2014
Q1 		$2.81M Buy
41,197
+4,747
+13% +$330K 0.19% 105
2013
Q4 		$2.58M Buy
36,450
+5,332
+17% +$372K 0.19% 105
2013
Q3 		$2.16M Buy
31,118
+5,861
+23% +$429K 0.19% 105
2013
Q2 		$1.91M Buy
+25,257
New +$1.93M 0.2% 94

Other funds holding KMR

IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 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

Morningstar Investment Services's KMR Position: Q4 2014 in Review

Morningstar Investment Services sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 48,829 shares — an estimated $4.53M sold.

Morningstar Investment Services first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $4.53M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Morningstar Investment Services reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 48,829 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $4.53M.
  • Morningstar Investment Services first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Morningstar Investment Services's KINDER MORGAN MANAGEMENT LLC position peaked at $4.53M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Morningstar Investment Services's 13F filing for Q4 2014, filed 5 Feb 2015.