Balasa Dinverno & Foltz’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-5,272
Closed -$222K 208
2015
Q1
$222K Sell
5,272
-1,063
-17% -$44.8K 0.03% 179
2014
Q4
$268K Buy
+6,335
New +$268K 0.04% 157