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Appleton Partners’s Kinder Morgan KMI Stock Holding History

Appleton Partners’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
2015
Q4 		– Sell
-11,526
Closed -$319K – 215
2015
Q3 		$319K Buy
11,526
+290
+3% +$9.6K 0.07% 164
2015
Q2 		$431K Buy
11,236
+840
+8% +$35.1K 0.1% 136
2015
Q1 		$437K Buy
10,396
+1,517
+17% +$62.8K 0.1% 134
2014
Q4 		$376K Buy
+8,879
New +$350K 0.09% 139

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appleton Partners's KMI Position: Q4 2015 in Review

Appleton Partners sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 11,526 shares — an estimated $319K sold.

Appleton Partners first reported a position in KMI in Q4 2014 and held it in 4 quarters. The position peaked at $437K in Q1 2015. 1,040 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • Appleton Partners reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • Appleton Partners sold 11,526 Kinder Morgan shares in Q4 2015, an estimated $319K.
  • Appleton Partners first reported a position in Kinder Morgan in Q4 2014 and held it in 4 quarters.
  • Appleton Partners's Kinder Morgan position peaked at $437K in Q1 2015.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Appleton Partners's 13F filing for Q4 2015, filed 22 Jan 2016.