WA
KMR

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

WFG 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
-3,413
Closed -$317K – 2349
2014
Q3 		$317K Sell
3,413
-5
-0.1% -$432 0.06% 346
2014
Q2 		$261K Sell
3,418
-47
-1% -$3.34K 0.05% 396
2014
Q1 		$236K Buy
3,465
+508
+17% +$35.3K 0.05% 397
2013
Q4 		$209K Buy
2,957
+143
+5% +$9.98K 0.03% 504
2013
Q3 		$194K Sell
2,814
-4,303
-60% -$315K 0.03% 491
2013
Q2 		$538K Buy
+7,117
New +$544K 0.09% 248

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

WFG Advisors's KMR Position: Q4 2014 in Review

WFG Advisors sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 3,413 shares — an estimated $317K sold.

WFG Advisors first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $538K in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • WFG Advisors reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 3,413 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $317K.
  • WFG Advisors first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's KINDER MORGAN MANAGEMENT LLC position peaked at $538K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.