YIA
KMR

YHB Investment Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

YHB Investment 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
-27,009
Closed -$2.5M – 165
2014
Q3 		$2.5M Sell
27,009
-2,254
-8% -$195K 0.6% 59
2014
Q2 		$2.24M Sell
29,263
-10,226
-26% -$726K 0.54% 63
2014
Q1 		$2.69M Sell
39,489
-20,540
-34% -$1.43M 0.68% 56
2013
Q4 		$4.25M Buy
60,029
+666
+1% +$46.5K 1.14% 27
2013
Q3 		$4.09M Buy
59,363
+309
+0.5% +$22.6K 1.21% 29
2013
Q2 		$4.47M Buy
+59,054
New +$4.51M 1.39% 20

Other funds holding KMR

IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 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

YHB Investment Advisors's KMR Position: Q4 2014 in Review

YHB Investment Advisors sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 27,009 shares — an estimated $2.5M sold.

YHB Investment Advisors first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $4.47M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

  • YHB Investment Advisors reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
  • YHB Investment Advisors sold 27,009 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $2.5M.
  • YHB Investment Advisors first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
  • YHB Investment Advisors's KINDER MORGAN MANAGEMENT LLC position peaked at $4.47M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on YHB Investment Advisors's 13F filing for Q4 2014, filed 30 Jan 2015.