Zurich Cantonal Bank’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Zurich Cantonal Bank’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	-7,403	Closed	-$687K	–	1005
2014 Q3	$687K	Sell	7,403 -1	-0%	-$86	0.02%	619
2014 Q2	$566K	Sell	7,404 -148	-2%	-$10.5K	0.02%	695
2014 Q1	$515K	Sell	7,552 -5,052	-40%	-$351K	0.02%	688
2013 Q4	$891K	Sell	12,604 -6,643	-35%	-$463K	0.03%	502
2013 Q3	$1.33M	Sell	19,247 -2,935	-13%	-$215K	0.05%	393
2013 Q2	$1.68M	Buy	+22,182	New	+$1.7M	0.06%	311

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

Zurich Cantonal Bank's KMR Position: Q4 2014 in Review

Zurich Cantonal Bank sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 7,403 shares — an estimated $687K sold.

Zurich Cantonal Bank first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $1.68M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Zurich Cantonal Bank reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Zurich Cantonal Bank sold 7,403 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $687K.
Zurich Cantonal Bank first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
Zurich Cantonal Bank's KINDER MORGAN MANAGEMENT LLC position peaked at $1.68M in Q2 2013.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Zurich Cantonal Bank's 13F filing for Q4 2014, filed 29 Jan 2015.