OCM
KMR

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

Oakwood 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
-303,105
Closed – – 106
2014
Q3 		$0 Sell
303,105
-5,274
-2% -$455K ﹤0.01% 93
2014
Q2 		$0 Buy
308,379
+212
+0.1% +$15.1K ﹤0.01% 76
2014
Q1 		$0 Buy
308,167
+12
+0% +$833 ﹤0.01% 78
2013
Q4 		$0 Buy
308,155
+182
+0.1% +$12.7K ﹤0.01% 79
2013
Q3 		$0 Sell
307,973
-1
-0% -$73 ﹤0.01% 74
2013
Q2 		$0 Buy
+307,974
New +$23.5M ﹤0.01% 69

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

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

Oakwood Capital Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 303,105 shares.

Oakwood Capital Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $0 in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Oakwood Capital Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Oakwood Capital Management sold 303,105 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014.
  • Oakwood Capital Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Oakwood Capital Management's KINDER MORGAN MANAGEMENT LLC position peaked at $0 in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Oakwood Capital Management's 13F filing for Q4 2014, filed 28 Jan 2015.