Financial Architects (New Jersey)’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Financial Architects (New Jersey)’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	-307	Closed	-$28K	–	1103
2014 Q3	$28K	Hold	307	–	–	0.01%	409
2014 Q2	$23K	Buy	+307	New	+$21.8K	0.01%	477
2013 Q4	–	Sell	-306	Closed	-$21K	–	711
2013 Q3	$21K	Hold	306	–	–	0.01%	388
2013 Q2	$23K	Buy	+306	New	+$23.4K	0.02%	338

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

Financial Architects (New Jersey)'s KMR Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 307 shares — an estimated $28K sold.

Financial Architects (New Jersey) first reported a position in KMR in Q2 2013 and held it in 4 quarters. The position peaked at $28K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Financial Architects (New Jersey) reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Financial Architects (New Jersey) sold 307 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $28K.
Financial Architects (New Jersey) first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 4 quarters.
Financial Architects (New Jersey)'s KINDER MORGAN MANAGEMENT LLC position peaked at $28K in Q3 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.