WIL
KMR

Winifred I. Li’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Winifred I. Li’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
-1,536
Closed -$142K – 568
2014
Q3 		$142K Sell
1,536
-5
-0.3% -$432 0.14% 143
2014
Q2 		$118K Sell
1,541
-4
-0.3% -$284 0.1% 173
2014
Q1 		$105K Sell
1,545
-6
-0.4% -$417 0.09% 186
2013
Q4 		$110K Sell
1,551
-5
-0.3% -$349 0.09% 175
2013
Q3 		$107K Sell
1,556
-5
-0.3% -$366 0.1% 176
2013
Q2 		$118K Buy
+1,561
New +$119K 0.11% 161

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

Winifred I. Li's KMR Position: Q4 2014 in Review

Winifred I. Li sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 1,536 shares — an estimated $142K sold.

Winifred I. Li first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $142K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • Winifred I. Li reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • Winifred I. Li sold 1,536 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $142K.
  • Winifred I. Li first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • Winifred I. Li'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 Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.