RIA
KMR

Regal Investment Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Regal Investment Advisors’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
-30,518
Closed -$2.83M – 1071
2014
Q3 		$2.83M Buy
30,518
+710
+2% +$61.3K 0.86% 28
2014
Q2 		$2.28M Buy
+29,808
New +$2.12M 0.81% 39

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

Regal Investment Advisors's KMR Position: Q4 2014 in Review

Regal Investment Advisors sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 30,518 shares — an estimated $2.83M sold.

Regal Investment Advisors first reported a position in KMR in Q2 2014 and held it in 2 quarters. The position peaked at $2.83M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Regal Investment Advisors reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 30,518 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $2.83M.
  • Regal Investment Advisors first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2014 and held it in 2 quarters.
  • Regal Investment Advisors's KINDER MORGAN MANAGEMENT LLC position peaked at $2.83M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.