10-15 Associates’s Kinder Morgan KMI Stock Holding History

10-15 Associates’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.52M	Buy	123,019 +4,390	+4%	+$61.2K	0.29%	65
2020 Q2	$1.8M	Sell	118,629 -3,499	-3%	-$53.2K	0.36%	56
2020 Q1	$1.7M	Sell	122,128 -1,768	-1%	-$33.6K	0.4%	55
2019 Q4	$2.62M	Buy	123,896 +888	+0.7%	+$18K	0.5%	49
2019 Q3	$2.54M	Buy	123,008 +2,578	+2%	+$52.9K	0.52%	46
2019 Q2	$2.52M	Buy	120,430 +822	+0.7%	+$16.6K	0.55%	44
2019 Q1	$2.39M	Sell	119,608 -1,936	-2%	-$36.1K	0.51%	43
2018 Q4	$1.87M	Buy	121,544 +8,621	+8%	+$146K	0.46%	46
2018 Q3	$2M	Sell	112,923 -1,637	-1%	-$29.3K	0.45%	54
2018 Q2	$2.02M	Buy	114,560 +5,194	+5%	+$85K	0.45%	54
2018 Q1	$1.65M	Buy	109,366 +1,255	+1%	+$21.7K	0.39%	58
2017 Q4	$1.95M	Buy	+108,111	New	+$1.94M	0.47%	51
2016 Q4	–	Sell	-9,966	Closed	-$231K	–	105
2016 Q3	$231K	Buy	+9,966	New	+$211K	0.06%	104
2015 Q4	–	Sell	-7,831	Closed	-$216K	–	124
2015 Q3	$216K	Sell	7,831 -275	-3%	-$9.11K	0.07%	98
2015 Q2	$311K	Sell	8,106 -625	-7%	-$26.1K	0.1%	97
2015 Q1	$367K	Buy	+8,731	New	+$362K	0.12%	96

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

10-15 Associates's KMI Position: Q3 2020 in Review

10-15 Associates increased its Kinder Morgan (KMI) stake by 3.7% in Q3 2020, buying an estimated $61.2K and bringing the position to 123,019 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #65.

10-15 Associates first reported a position in KMI in Q1 2015 and has held it in 16 quarters since. The position peaked at $2.62M in Q4 2019. 1,084 funds tracked by Wall St. Rank hold KMI as of Q3 2020.

10-15 Associates held 123,019 shares of Kinder Morgan worth $1.52M as of Q3 2020.
10-15 Associates bought 4,390 Kinder Morgan shares in Q3 2020, an estimated $61.2K.
Kinder Morgan made up 0.29% of 10-15 Associates's portfolio in Q3 2020, its #65 holding.
10-15 Associates first reported a position in Kinder Morgan in Q1 2015 and has held it in 16 quarters since.
10-15 Associates's Kinder Morgan position peaked at $2.62M in Q4 2019.
1,084 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2020.

Based on 10-15 Associates's 13F filing for Q3 2020, filed 13 Oct 2020.