U
KMR

UBS’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

UBS’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
Q3 		$78.2M Buy
843,333
+429,085
+104% +$37M 0.06% 332
2014
Q2 		$31.7M Buy
414,248
+52,974
+15% +$3.76M 0.02% 646
2014
Q1 		$24.6M Sell
361,274
-39,298
-10% -$2.73M 0.02% 689
2013
Q4 		$28.3M Sell
400,572
-27,236
-6% -$1.9M 0.03% 626
2013
Q3 		$29.5M Sell
427,808
-39,289
-8% -$2.88M 0.03% 543
2013
Q2 		$35.3M Buy
+467,097
New +$35.7M 0.04% 425

Other funds holding KMR

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

UBS's KMR Position: Q3 2014 in Review

UBS increased its KINDER MORGAN MANAGEMENT LLC (KMR) stake by 104% in Q3 2014, buying an estimated $37M and bringing the position to 843,333 shares worth $78.2M. The position accounts for 0.06% of the portfolio, ranked #332.

UBS first reported a position in KMR in Q2 2013 and has held it in 6 quarters since. 424 funds tracked by Wall St. Rank hold KMR as of Q3 2014.

  • UBS held 843,333 shares of KINDER MORGAN MANAGEMENT LLC worth $78.2M as of Q3 2014.
  • UBS bought 429,085 KINDER MORGAN MANAGEMENT LLC shares in Q3 2014, an estimated $37M.
  • KINDER MORGAN MANAGEMENT LLC made up 0.06% of UBS's portfolio in Q3 2014, its #332 holding.
  • UBS first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and has held it in 6 quarters since.
  • 424 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.