Creative Planning’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Creative Planning’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	-7,276	Closed	-$675K	–	4574
2014 Q3	$675K	Sell	7,276 -357	-5%	-$30.8K	0.01%	551
2014 Q2	$583K	Buy	7,633 +696	+10%	+$49.4K	0.01%	581
2014 Q1	$473K	Buy	6,937 +1,810	+35%	+$126K	0.01%	641
2013 Q4	$363K	Buy	5,127 +474	+10%	+$33.1K	0.01%	622
2013 Q3	$321K	Buy	4,653 +1,042	+29%	+$76.3K	0.01%	573
2013 Q2	$273K	Buy	+3,611	New	+$276K	0.01%	585

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

Creative Planning's KMR Position: Q4 2014 in Review

Creative Planning sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 7,276 shares — an estimated $675K sold.

Creative Planning first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $675K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Creative Planning reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 7,276 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $675K.
Creative Planning first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
Creative Planning's KINDER MORGAN MANAGEMENT LLC position peaked at $675K in Q3 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.