Northeast Financial Consultants’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Northeast Financial Consultants’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	-36,694	Closed	-$3.4M	–	142
2014 Q3	$3.4M	Buy	36,694 +1,754	+5%	+$151K	1.87%	11
2014 Q2	$2.67M	Buy	34,940 +1,165	+3%	+$82.7K	1.51%	14
2014 Q1	$2.3M	Sell	33,775 -919	-3%	-$63.8K	1.36%	14
2013 Q4	$2.45M	Buy	+34,694	New	+$2.42M	1.64%	14

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

Northeast Financial Consultants's KMR Position: Q4 2014 in Review

Northeast Financial Consultants sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 36,694 shares — an estimated $3.4M sold.

Northeast Financial Consultants first reported a position in KMR in Q4 2013 and held it in 4 quarters. The position peaked at $3.4M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Northeast Financial Consultants reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Northeast Financial Consultants sold 36,694 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $3.4M.
Northeast Financial Consultants first reported a position in KINDER MORGAN MANAGEMENT LLC in Q4 2013 and held it in 4 quarters.
Northeast Financial Consultants's KINDER MORGAN MANAGEMENT LLC position peaked at $3.4M in Q3 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Northeast Financial Consultants's 13F filing for Q4 2014, filed 9 Feb 2015.