SIM
KMR

Sterling Investment Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Sterling Investment 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
-13,090
Closed -$1.21M – 75
2014
Q3 		$1.21M Sell
13,090
-66
-0.5% -$5.7K 0.85% 41
2014
Q2 		$1.01M Sell
13,156
-2
-0% -$142 0.71% 41
2014
Q1 		$897K Hold
13,158
– – 0.66% 40
2013
Q4 		$930K Sell
13,158
-130
-1% -$9.07K 0.67% 38
2013
Q3 		$915K Buy
13,288
+404
+3% +$29.6K 0.64% 38
2013
Q2 		$974K Buy
+12,884
New +$985K 0.69% 38

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

Sterling Investment Management's KMR Position: Q4 2014 in Review

Sterling Investment Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 13,090 shares — an estimated $1.21M sold.

Sterling Investment Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $1.21M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Sterling Investment Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Sterling Investment Management sold 13,090 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $1.21M.
  • Sterling Investment Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Sterling Investment Management's KINDER MORGAN MANAGEMENT LLC position peaked at $1.21M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

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