SWM
KMR

Segment Wealth Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Segment Wealth Management’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
-25,704
Closed -$2.38M – 190
2014
Q3 		$2.38M Buy
25,704
+1,033
+4% +$89.2K 0.91% 33
2014
Q2 		$1.89M Sell
24,671
-3,980
-14% -$283K 0.73% 43
2014
Q1 		$1.95M Sell
28,651
-2,617
-8% -$182K 0.91% 41
2013
Q4 		$2.21M Buy
31,268
+793
+3% +$55.3K 1.09% 24
2013
Q3 		$2.1M Sell
30,475
-1,194
-4% -$87.5K 1.14% 21
2013
Q2 		$2.4M Buy
+31,669
New +$2.42M 1.43% 12

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

Segment Wealth Management's KMR Position: Q4 2014 in Review

Segment Wealth Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 25,704 shares — an estimated $2.38M sold.

Segment Wealth Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $2.4M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Segment Wealth Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Segment Wealth Management sold 25,704 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $2.38M.
  • Segment Wealth Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Segment Wealth Management's KINDER MORGAN MANAGEMENT LLC position peaked at $2.4M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Segment Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.