Pathstone Family Office’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Pathstone Family Office’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	-327	Closed	-$30K	–	329
2014 Q3	$30K	Buy	+327	New	+$28.2K	0.09%	81
2013 Q4	–	Sell	-76	Closed	-$5K	–	381
2013 Q3	$5K	Hold	76	–	–	0.02%	228
2013 Q2	$6K	Buy	+76	New	+$5.81K	0.01%	271

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

Pathstone Family Office's KMR Position: Q4 2014 in Review

Pathstone Family Office sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 327 shares — an estimated $30K sold.

Pathstone Family Office first reported a position in KMR in Q2 2013 and held it in 3 quarters. The position peaked at $30K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Pathstone Family Office reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Pathstone Family Office sold 327 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $30K.
Pathstone Family Office first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 3 quarters.
Pathstone Family Office's KINDER MORGAN MANAGEMENT LLC position peaked at $30K in Q3 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Pathstone Family Office's 13F filing for Q4 2014, filed 6 Feb 2015.