PTC
KMR

Private Trust Company’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Private Trust Company’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
-1,670
Closed -$155K – 1679
2014
Q3 		$155K Hold
1,670
– – 0.05% 315
2014
Q2 		$128K Buy
1,670
+2
+0.1% +$142 0.04% 359
2014
Q1 		$114K Hold
1,668
– – 0.04% 330
2013
Q4 		$118K Buy
1,668
+110
+7% +$7.67K 0.05% 284
2013
Q3 		$107K Sell
1,558
-75,245
-98% -$5.51M 0.05% 284
2013
Q2 		$118K Buy
+76,803
New +$5.87M 0.05% 261

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

Private Trust Company's KMR Position: Q4 2014 in Review

Private Trust Company sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 1,670 shares — an estimated $155K sold.

Private Trust Company first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $155K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Private Trust Company reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 1,670 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $155K.
  • Private Trust Company first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's KINDER MORGAN MANAGEMENT LLC position peaked at $155K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.