WFG
KMR

Wills Financial Group’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Wills Financial Group’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
-3,503
Closed -$324K – 84
2014
Q3 		$324K Sell
3,503
-51
-1% -$4.4K 0.27% 63
2014
Q2 		$272K Buy
3,554
+2
+0.1% +$142 0.23% 69
2014
Q1 		$242K Buy
3,552
+1
+0% +$69 0.23% 61
2013
Q4 		$251K Buy
+3,551
New +$248K 0.26% 60

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

Wills Financial Group's KMR Position: Q4 2014 in Review

Wills Financial Group sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 3,503 shares — an estimated $324K sold.

Wills Financial Group first reported a position in KMR in Q4 2013 and held it in 4 quarters. The position peaked at $324K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Wills Financial Group reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Wills Financial Group sold 3,503 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $324K.
  • Wills Financial Group first reported a position in KINDER MORGAN MANAGEMENT LLC in Q4 2013 and held it in 4 quarters.
  • Wills Financial Group's KINDER MORGAN MANAGEMENT LLC position peaked at $324K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Wills Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.