WT
KMR

Whittier Trust’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Whittier Trust’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
-1,526
Closed -$142K – 1126
2014
Q3 		$142K Buy
1,526
+1
+0.1% +$86 0.01% 476
2014
Q2 		$117K Buy
1,525
+1
+0.1% +$71 0.01% 511
2014
Q1 		$104K Sell
1,524
-1
-0.1% -$69 0.01% 536
2013
Q4 		$108K Buy
+1,525
New +$106K 0.01% 535

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

Whittier Trust's KMR Position: Q4 2014 in Review

Whittier Trust sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 1,526 shares — an estimated $142K sold.

Whittier Trust first reported a position in KMR in Q4 2013 and held it in 4 quarters. The position peaked at $142K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Whittier Trust reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Whittier Trust sold 1,526 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $142K.
  • Whittier Trust first reported a position in KINDER MORGAN MANAGEMENT LLC in Q4 2013 and held it in 4 quarters.
  • Whittier Trust's KINDER MORGAN MANAGEMENT LLC position peaked at $142K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Whittier Trust's 13F filing for Q4 2014, filed 4 Feb 2015.