UBS AM
KMR

UBS AM’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

UBS AM’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
-488,315
Closed -$45.3M – 2671
2014
Q3 		$45.3M Sell
488,315
-897
-0.2% -$77.4K 0.04% 430
2014
Q2 		$37.4M Buy
489,212
+1,517
+0.3% +$108K 0.04% 503
2014
Q1 		$33.2M Buy
487,695
+33,272
+7% +$2.31M 0.04% 510
2013
Q4 		$32.1M Sell
454,423
-33,416
-7% -$2.33M 0.04% 483
2013
Q3 		$33.6M Sell
487,839
-4,732
-1% -$347K 0.04% 437
2013
Q2 		$37.3M Buy
+492,571
New +$37.7M 0.05% 393

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

UBS AM's KMR Position: Q4 2014 in Review

UBS AM sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 488,315 shares — an estimated $45.3M sold.

UBS AM first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $45.3M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • UBS AM reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • UBS AM sold 488,315 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $45.3M.
  • UBS AM first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • UBS AM's KINDER MORGAN MANAGEMENT LLC position peaked at $45.3M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

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