OMCS
KMR

Old Mutual Customised Solutions’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Old Mutual Customised Solutions’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
-247
Closed -$23K – 756
2014
Q3 		$23K Sell
247
-619
-71% -$53.4K 0.01% 657
2014
Q2 		$66K Hold
866
– – 0.02% 660
2014
Q1 		$59K Buy
866
+525
+154% +$36.5K 0.01% 676
2013
Q4 		$24K Sell
341
-1
-0.3% -$70 0.01% 752
2013
Q3 		$24K Sell
342
-1
-0.3% -$73 0.01% 750
2013
Q2 		$26K Buy
+343
New +$26.2K 0.01% 1047

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

Old Mutual Customised Solutions's KMR Position: Q4 2014 in Review

Old Mutual Customised Solutions sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 247 shares — an estimated $23K sold.

Old Mutual Customised Solutions first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $66K in Q2 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Old Mutual Customised Solutions reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 247 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $23K.
  • Old Mutual Customised Solutions first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Old Mutual Customised Solutions's KINDER MORGAN MANAGEMENT LLC position peaked at $66K in Q2 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Old Mutual Customised Solutions's 13F filing for Q4 2014, filed 29 Jan 2015.