WA
KMR

WESPAC Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

WESPAC Advisors’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
-16,142
Closed -$1.5M – 165
2014
Q3 		$1.5M Buy
16,142
+7,201
+81% +$621K 1.2% 29
2014
Q2 		$683K Sell
8,941
-8,401
-48% -$597K 0.78% 50
2014
Q1 		$1.18M Hold
17,342
– – 1.02% 26
2013
Q4 		$1.23M Buy
17,342
+3,462
+25% +$242K 1.02% 29
2013
Q3 		$956K Buy
13,880
+2,527
+22% +$185K 1.11% 34
2013
Q2 		$859K Buy
+11,353
New +$868K 1.31% 28

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

WESPAC Advisors's KMR Position: Q4 2014 in Review

WESPAC Advisors sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 16,142 shares — an estimated $1.5M sold.

WESPAC Advisors first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $1.5M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • WESPAC Advisors reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • WESPAC Advisors sold 16,142 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $1.5M.
  • WESPAC Advisors first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • WESPAC Advisors's KINDER MORGAN MANAGEMENT LLC position peaked at $1.5M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on WESPAC Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.