Investors Capital Advisory Services’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Investors Capital Advisory Services’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	-4,314	Closed	-$399K	–	765
2014 Q3	$399K	Sell	4,314 -7,760	-64%	-$670K	0.08%	357
2014 Q2	$922K	Buy	12,074 +1,384	+13%	+$98.3K	0.15%	216
2014 Q1	$728K	Sell	10,690 -383	-3%	-$26.6K	0.16%	196
2013 Q4	$782K	Buy	11,073 +317	+3%	+$22.1K	0.18%	162
2013 Q3	$740K	Buy	10,756 +5,116	+91%	+$375K	0.19%	150
2013 Q2	$426K	Buy	+5,640	New	+$431K	0.13%	228

Other funds holding KMR

IIC

Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 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

Investors Capital Advisory Services's KMR Position: Q4 2014 in Review

Investors Capital Advisory Services sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 4,314 shares — an estimated $399K sold.

Investors Capital Advisory Services first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $922K in Q2 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Investors Capital Advisory Services reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Investors Capital Advisory Services sold 4,314 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $399K.
Investors Capital Advisory Services first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
Investors Capital Advisory Services's KINDER MORGAN MANAGEMENT LLC position peaked at $922K in Q2 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Investors Capital Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.