V
KMR

Veritable’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Veritable’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
-154,497
Closed -$14.3M – 1008
2014
Q3 		$14.3M Buy
154,497
+917
+0.6% +$79.1K 0.3% 53
2014
Q2 		$11.7M Buy
153,580
+1,653
+1% +$117K 0.25% 64
2014
Q1 		$10.4M Buy
151,927
+4,342
+3% +$302K 0.22% 75
2013
Q4 		$10.4M Sell
147,585
-2,357
-2% -$164K 0.23% 74
2013
Q3 		$10.3M Sell
149,942
-13,211
-8% -$968K 0.24% 70
2013
Q2 		$12.3M Buy
+163,153
New +$12.5M 0.3% 58

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

Veritable's KMR Position: Q4 2014 in Review

Veritable sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 154,497 shares — an estimated $14.3M sold.

Veritable first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $14.3M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Veritable reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Veritable sold 154,497 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $14.3M.
  • Veritable first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Veritable's KINDER MORGAN MANAGEMENT LLC position peaked at $14.3M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Veritable's 13F filing for Q4 2014, filed 17 Feb 2015.