Tortoise Investment Management’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

Tortoise Investment Management’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	-55,984	Closed	-$5.19M	–	513
2014 Q3	$5.19M	Sell	55,984 -48,280	-46%	-$4.17M	2.18%	11
2014 Q2	$7.97M	Sell	104,264 -566	-0.5%	-$40.2K	3.33%	8
2014 Q1	$7.15M	Sell	104,830 -1,697	-2%	-$118K	3.3%	8
2013 Q4	$7.53M	Sell	106,527 -4,736	-4%	-$330K	4.13%	5
2013 Q3	$7.67M	Buy	111,263 +3,511	+3%	+$257K	4.63%	4
2013 Q2	$8.15M	Buy	+107,752	New	+$8.24M	5.38%	1

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

Tortoise Investment Management's KMR Position: Q4 2014 in Review

Tortoise Investment Management sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 55,984 shares — an estimated $5.19M sold.

Tortoise Investment Management first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $8.15M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Tortoise Investment Management reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Tortoise Investment Management sold 55,984 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $5.19M.
Tortoise Investment Management first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
Tortoise Investment Management's KINDER MORGAN MANAGEMENT LLC position peaked at $8.15M in Q2 2013.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Tortoise Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.