PWLP
KMR

Prio Wealth Limited Partnership’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Prio Wealth Limited Partnership’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
-5,846
Closed -$542K – 265
2014
Q3 		$542K Sell
5,846
-458
-7% -$39.5K 0.03% 170
2014
Q2 		$481K Buy
6,304
+3
+0% +$213 0.02% 178
2014
Q1 		$429K Sell
6,301
-952
-13% -$66.1K 0.02% 185
2013
Q4 		$512K Sell
7,253
-376
-5% -$26.2K 0.03% 177
2013
Q3 		$525K Sell
7,629
-269
-3% -$19.7K 0.03% 173
2013
Q2 		$597K Buy
+7,898
New +$604K 0.04% 169

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

Prio Wealth Limited Partnership's KMR Position: Q4 2014 in Review

Prio Wealth Limited Partnership sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 5,846 shares — an estimated $542K sold.

Prio Wealth Limited Partnership first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $597K in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Prio Wealth Limited Partnership reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 5,846 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $542K.
  • Prio Wealth Limited Partnership first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Prio Wealth Limited Partnership's KINDER MORGAN MANAGEMENT LLC position peaked at $597K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2014, filed 2 Feb 2015.