ST
KMR

Smithfield Trust’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Smithfield Trust’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
-1,385
Closed -$128K – 853
2014
Q3 		$128K Sell
1,385
-123
-8% -$10.6K 0.03% 366
2014
Q2 		$116K Sell
1,508
-2
-0.1% -$142 0.02% 421
2014
Q1 		$103K Sell
1,510
-54
-3% -$3.75K 0.02% 439
2013
Q4 		$110K Sell
1,564
-85
-5% -$5.93K 0.02% 422
2013
Q3 		$114K Sell
1,649
-313
-16% -$22.9K 0.03% 400
2013
Q2 		$148K Buy
+1,962
New +$150K 0.04% 355

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

Smithfield Trust's KMR Position: Q4 2014 in Review

Smithfield Trust sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 1,385 shares — an estimated $128K sold.

Smithfield Trust first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $148K in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Smithfield Trust reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Smithfield Trust sold 1,385 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $128K.
  • Smithfield Trust first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Smithfield Trust's KINDER MORGAN MANAGEMENT LLC position peaked at $148K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Smithfield Trust's 13F filing for Q4 2014, filed 2 Feb 2015.