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

Truist 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	-26,249	Closed	-$2.44M	–	823
2014 Q3	$2.44M	Sell	26,249 -2,499	-9%	-$216K	0.07%	249
2014 Q2	$2.2M	Sell	28,748 -3,896	-12%	-$277K	0.07%	265
2014 Q1	$2.23M	Sell	32,644 -16,358	-33%	-$1.14M	0.07%	262
2013 Q4	$3.47M	Sell	49,002 -11,822	-19%	-$825K	0.11%	205
2013 Q3	$4.19M	Sell	60,824 -36,070	-37%	-$2.64M	0.15%	175
2013 Q2	$7.33M	Buy	+96,894	New	+$7.41M	0.27%	98

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

Truist Financial's KMR Position: Q4 2014 in Review

Truist Financial sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 26,249 shares — an estimated $2.44M sold.

Truist Financial first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $7.33M in Q2 2013. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

Truist Financial reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
Truist Financial sold 26,249 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $2.44M.
Truist Financial first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
Truist Financial's KINDER MORGAN MANAGEMENT LLC position peaked at $7.33M in Q2 2013.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on Truist Financial's 13F filing for Q4 2014, filed 26 Jan 2015.