PWAG
KMR

Polaris Wealth Advisory Group’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-108
Closed -$7K – 169
2014
Q1 		$7K Sell
108
-1
-0.9% -$69 ﹤0.01% 139
2013
Q4 		$8K Sell
109
-1
-0.9% -$70 ﹤0.01% 158
2013
Q3 		$7.57K Sell
110
-1,990
-95% -$146K ﹤0.01% 119
2013
Q2 		$159K Buy
+2,100
New +$161K 0.06% 63

Other funds holding KMR

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Polaris Wealth Advisory Group's KMR Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q2 2014, closing a stake of 108 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in KMR in Q2 2013 and held it in 4 quarters. The position peaked at $159K in Q2 2013. 404 funds tracked by Wall St. Rank hold KMR as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 108 KINDER MORGAN MANAGEMENT LLC shares in Q2 2014, an estimated $7K.
  • Polaris Wealth Advisory Group first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's KINDER MORGAN MANAGEMENT LLC position peaked at $159K in Q2 2013.
  • 404 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.