Private Trust Company’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Private Trust Company’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	-1,670	Closed	-$155K	–	1679
2014 Q3	$155K	Hold	1,670	–	–	0.05%	315
2014 Q2	$128K	Buy	1,670 +2	+0.1%	+$142	0.04%	359
2014 Q1	$114K	Hold	1,668	–	–	0.04%	330
2013 Q4	$118K	Buy	1,668 +110	+7%	+$7.67K	0.05%	284
2013 Q3	$107K	Sell	1,558 -75,245	-98%	-$5.51M	0.05%	284
2013 Q2	$118K	Buy	+76,803	New	+$5.87M	0.05%	261

Other funds holding KMR

Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

Private Trust Company's KMR Position: Q4 2014 in Review

Private Trust Company sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 1,670 shares — an estimated $155K sold.

Private Trust Company first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $155K in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Private Trust Company reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Private Trust Company sold 1,670 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $155K.
Private Trust Company first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
Private Trust Company's KINDER MORGAN MANAGEMENT LLC position peaked at $155K in Q3 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.