PMG
KMR

ProVise Management Group’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

ProVise Management 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
Q4 		– Sell
-17,519
Closed -$1.63M – 326
2014
Q3 		$1.63M Buy
17,519
+927
+6% +$80K 0.35% 88
2014
Q2 		$1.27M Sell
16,592
-1,203
-7% -$85.4K 0.28% 110
2014
Q1 		$1.21M Buy
17,795
+1,325
+8% +$92K 0.29% 96
2013
Q4 		$1.17M Buy
16,470
+1,620
+11% +$113K 0.3% 97
2013
Q3 		$1.02M Buy
14,850
+762
+5% +$55.8K 0.29% 99
2013
Q2 		$1.06M Buy
+14,088
New +$1.08M 0.31% 90

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

ProVise Management Group's KMR Position: Q4 2014 in Review

ProVise Management Group sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 17,519 shares — an estimated $1.63M sold.

ProVise Management Group first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $1.63M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • ProVise Management Group reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • ProVise Management Group sold 17,519 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $1.63M.
  • ProVise Management Group first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • ProVise Management Group's KINDER MORGAN MANAGEMENT LLC position peaked at $1.63M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on ProVise Management Group's 13F filing for Q4 2014, filed 11 Feb 2015.