WP
KMR

WMS Partners’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

WMS Partners’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
-6,216
Closed -$577K – 264
2014
Q3 		$577K Buy
6,216
+121
+2% +$10.4K 0.09% 130
2014
Q2 		$466K Buy
6,095
+3,001
+97% +$213K 0.07% 148
2014
Q1 		$211K Buy
+3,094
New +$215K 0.03% 229

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

WMS Partners's KMR Position: Q4 2014 in Review

WMS Partners sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 6,216 shares — an estimated $577K sold.

WMS Partners first reported a position in KMR in Q1 2014 and held it in 3 quarters. The position peaked at $577K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • WMS Partners reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • WMS Partners sold 6,216 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $577K.
  • WMS Partners first reported a position in KINDER MORGAN MANAGEMENT LLC in Q1 2014 and held it in 3 quarters.
  • WMS Partners's KINDER MORGAN MANAGEMENT LLC position peaked at $577K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on WMS Partners's 13F filing for Q4 2014, filed 13 Feb 2015.