HFA
KMR

Harvest Fund Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Harvest Fund 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
-2,588,020
Closed -$240M – 72
2014
Q3 		$240M Sell
2,588,020
-1,281,039
-33% -$111M 3.8% 9
2014
Q2 		$296M Buy
3,869,059
+390,038
+11% +$27.7M 4.9% 7
2014
Q1 		$237M Buy
3,479,021
+436,011
+14% +$30.3M 5.08% 6
2013
Q4 		$215M Sell
3,043,010
-129,701
-4% -$9.05M 5.29% 5
2013
Q3 		$218M Buy
3,172,711
+401,002
+14% +$29.4M 7.05% 4
2013
Q2 		$210M Buy
+2,771,709
New +$212M 8.43% 3

Other funds holding KMR

IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM