PWM
KMR

ParenteBeard Wealth Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

ParenteBeard Wealth 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
-284,269
Closed -$26.4M – 125
2014
Q3 		$26.4M Sell
284,269
-177,726
-38% -$15.3M 11.03% 2
2014
Q2 		$35.3M Sell
461,995
-45,318
-9% -$3.22M 15.52% 1
2014
Q1 		$34.6M Sell
507,313
-11,479
-2% -$797K 17.15% 1
2013
Q4 		$36.7M Buy
518,792
+9,311
+2% +$650K 14.41% 1
2013
Q3 		$35.1M Buy
509,481
+4,781
+0.9% +$350K 17.13% 1
2013
Q2 		$38.2M Buy
+504,700
New +$38.6M 17.31% 1

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

ParenteBeard Wealth Management's KMR Position: Q4 2014 in Review

ParenteBeard Wealth Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 284,269 shares — an estimated $26.4M sold.

ParenteBeard Wealth Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $38.2M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • ParenteBeard Wealth Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 284,269 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $26.4M.
  • ParenteBeard Wealth Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • ParenteBeard Wealth Management's KINDER MORGAN MANAGEMENT LLC position peaked at $38.2M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

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