United Capital Financial Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History

United Capital Financial Advisors’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	-63,602	Closed	-$5.81M	–	1222
2014 Q3	$5.81M	Sell	63,602 -5,263	-8%	-$454K	0.1%	228
2014 Q2	$5.26M	Buy	68,865 +4,132	+6%	+$293K	0.1%	231
2014 Q1	$4.41M	Sell	64,733 -2,236	-3%	-$155K	0.09%	221
2013 Q4	$4.74M	Sell	66,969 -6,573	-9%	-$459K	0.16%	149
2013 Q3	$5.07M	Sell	73,542 -2,622	-3%	-$192K	0.16%	144
2013 Q2	$5.76M	Buy	+76,164	New	+$5.82M	0.15%	166

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

United Capital Financial Advisors's KMR Position: Q4 2014 in Review

United Capital Financial Advisors sold out of KINDER MORGAN MANAGEMENT LLC (KMR) in Q4 2014, closing a stake of 63,602 shares — an estimated $5.81M sold.

United Capital Financial Advisors first reported a position in KMR in Q2 2013 and held it in 6 quarters. The position peaked at $5.81M in Q3 2014. 4 funds tracked by Wall St. Rank hold KMR as of Q4 2014.

United Capital Financial Advisors reported no remaining KINDER MORGAN MANAGEMENT LLC position as of Q4 2014 after selling out during the quarter.
United Capital Financial Advisors sold 63,602 KINDER MORGAN MANAGEMENT LLC shares in Q4 2014, an estimated $5.81M.
United Capital Financial Advisors first reported a position in KINDER MORGAN MANAGEMENT LLC in Q2 2013 and held it in 6 quarters.
United Capital Financial Advisors's KINDER MORGAN MANAGEMENT LLC position peaked at $5.81M in Q3 2014.
4 funds tracked by Wall St. Rank held KINDER MORGAN MANAGEMENT LLC as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.