PSI
KMR

Pinnacle Summer Investments’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Pinnacle Summer Investments’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
-180
Closed -$17K – 1142
2014
Q3 		$17K Hold
180
– – ﹤0.01% 728
2014
Q2 		$14K Hold
180
– – ﹤0.01% 723
2014
Q1 		$12K Hold
180
– – ﹤0.01% 687
2013
Q4 		$13K Hold
180
– – ﹤0.01% 701
2013
Q3 		$12K Buy
180
+1
+0.6% +$73 ﹤0.01% 654
2013
Q2 		$14K Buy
+179
New +$13.7K ﹤0.01% 566

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

Pinnacle Summer Investments's KMR Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 180 shares — an estimated $17K sold.

Pinnacle Summer Investments first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $17K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 180 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $17K.
  • Pinnacle Summer Investments first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Pinnacle Summer Investments's KINDER MORGAN MANAGEMENT LLC position peaked at $17K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.