WKWM
KMR

Walter & Keenan Wealth Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Walter & Keenan Wealth 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
-15,211
Closed -$1.41M – 148
2014
Q3 		$1.41M Hold
15,211
– – 0.83% 43
2014
Q2 		$1.16M Buy
15,211
+10
+0.1% +$710 0.61% 55
2014
Q1 		$1.04M Buy
+15,201
New +$1.06M 0.57% 57

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

Walter & Keenan Wealth Management's KMR Position: Q4 2014 in Review

Walter & Keenan Wealth Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 15,211 shares — an estimated $1.41M sold.

Walter & Keenan Wealth Management first reported a position in KMR in Q1 2014 and held it in 3 quarters. The position peaked at $1.41M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Walter & Keenan Wealth Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 15,211 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $1.41M.
  • Walter & Keenan Wealth Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q1 2014 and held it in 3 quarters.
  • Walter & Keenan Wealth Management's KINDER MORGAN MANAGEMENT LLC position peaked at $1.41M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Walter & Keenan Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.