Barrett Asset Management’s Kinder Morgan KMI Stock Holding History

Barrett Asset Management’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
2017 Q4	–	Sell	-3,000	Closed	-$58K	–	405
2017 Q3	$58K	Hold	3,000	–	–	﹤0.01%	222
2017 Q2	$57K	Hold	3,000	–	–	﹤0.01%	235
2017 Q1	$65K	Hold	3,000	–	–	0.01%	208
2016 Q4	$62K	Hold	3,000	–	–	0.01%	208
2016 Q3	$69K	Buy	3,000 +600	+25%	+$12.7K	0.01%	200
2016 Q2	$45K	Hold	2,400	–	–	﹤0.01%	221
2016 Q1	$43K	Buy	2,400 +1,200	+100%	+$19.6K	﹤0.01%	217
2015 Q4	$18K	Sell	1,200 -2,700	-69%	-$64.3K	﹤0.01%	255
2015 Q3	$108K	Sell	3,900 -13,385	-77%	-$443K	0.01%	167
2015 Q2	$664K	Sell	17,285 -2,796	-14%	-$117K	0.05%	110
2015 Q1	$845K	Sell	20,081 -10,473	-34%	-$434K	0.07%	96
2014 Q4	$1.29M	Buy	30,554 +28,554	+1,428%	+$1.12M	0.1%	97
2014 Q3	$77K	Hold	2,000	–	–	0.01%	220
2014 Q2	$73K	Buy	+2,000	New	+$67.5K	0.01%	220
2013 Q4	–	Sell	-136	Closed	-$5K	–	334
2013 Q3	$5K	Hold	136	–	–	﹤0.01%	318
2013 Q2	$5K	Buy	+136	New	+$5.28K	﹤0.01%	319

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Barrett Asset Management's KMI Position: Q4 2017 in Review

Barrett Asset Management sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 3,000 shares — an estimated $58K sold.

Barrett Asset Management first reported a position in KMI in Q2 2013 and held it in 16 quarters. The position peaked at $1.29M in Q4 2014. 1,027 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

Barrett Asset Management reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
Barrett Asset Management sold 3,000 Kinder Morgan shares in Q4 2017, an estimated $58K.
Barrett Asset Management first reported a position in Kinder Morgan in Q2 2013 and held it in 16 quarters.
Barrett Asset Management's Kinder Morgan position peaked at $1.29M in Q4 2014.
1,027 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Barrett Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.