BA
KMR

Broadview Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Broadview 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
-15,319
Closed -$1.42M – 104
2014
Q3 		$1.42M Sell
15,319
-9,543
-38% -$824K 0.16% 75
2014
Q2 		$1.85M Buy
24,862
+7,515
+43% +$534K 0.18% 81
2014
Q1 		$1.18M Buy
17,347
+32
+0.2% +$2.22K 0.12% 84
2013
Q4 		$1.22M Buy
17,315
+8
+0% +$558 0.13% 78
2013
Q3 		$1.19M Sell
17,307
-4
-0% -$293 0.14% 84
2013
Q2 		$1.31M Buy
+17,311
New +$1.32M 0.18% 84

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