PWM
KMR
ParenteBeard Wealth Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-280,068
| Closed | -$26.4M | – | 125 |
|
|
2014
Q3 | $26.4M | Sell |
280,068
-167,316
| -37% | -$15.8M | 11.03% | 2 |
|
|
2014
Q2 | $35.3M | Sell |
447,384
-35,199
| -7% | -$2.78M | 15.52% | 1 |
|
|
2014
Q1 | $34.6M | Sell |
482,583
-2,288
| -0.5% | -$164K | 17.15% | 1 |
|
|
2013
Q4 | $36.7M | Buy |
484,871
+16,661
| +4% | +$1.26M | 14.41% | 1 |
|
|
2013
Q3 | $35.1M | Buy |
468,210
+11,565
| +3% | +$867K | 17.13% | 1 |
|
|
2013
Q2 | $38.2M | Buy |
+456,645
| New | +$38.2M | 17.31% | 1 |
|