LPL Financial’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

LPL Financial’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	-36,461	Closed	-$3.38M	–	2871
2014 Q3	$3.38M	Buy	36,461 +1,360	+4%	+$117K	0.02%	615
2014 Q2	$2.68M	Buy	35,101 +1,299	+4%	+$92.2K	0.02%	727
2014 Q1	$2.3M	Buy	33,802 +1,502	+5%	+$104K	0.01%	761
2013 Q4	$2.28M	Buy	32,300 +3,866	+14%	+$270K	0.01%	758
2013 Q3	$1.95M	Buy	28,434 +1,480	+5%	+$108K	0.01%	803
2013 Q2	$2.04M	Buy	+26,954	New	+$2.06M	0.01%	721

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

LPL Financial's KMR Position: Q4 2014 in Review

LPL Financial sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 36,461 shares — an estimated $3.38M sold.

LPL Financial first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $3.38M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

LPL Financial reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
LPL Financial sold 36,461 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $3.38M.
LPL Financial first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
LPL Financial's KINDER MORGAN MANAGEMENT LLC position peaked at $3.38M in Q3 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on LPL Financial's 13F filing for Q4 2014, filed 13 Feb 2015.