BIM
KMI

Barton Investment Management’s KINDER MORGAN,INC KMI Stock Holding History

Barton Investment 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
Q3 		– Sell
-25,000
Closed -$479K – 46
2017
Q2 		$479K Hold
25,000
– – 0.13% 32
2017
Q1 		$543K Buy
25,000
+10,000
+67% +$217K 0.16% 29
2016
Q4 		$310K Hold
15,000
– – 0.1% 38
2016
Q3 		$346K Sell
15,000
-4,000
-21% -$92.3K 0.12% 37
2016
Q2 		$355K Sell
19,000
-4,000
-17% -$74.7K 0.13% 35
2016
Q1 		$410K Buy
23,000
+5,000
+28% +$89.1K 0.11% 41
2015
Q4 		$269K Sell
18,000
-23,500
-57% -$351K 0.09% 41
2015
Q3 		$1.15M Hold
41,500
– – 0.42% 20
2015
Q2 		$1.59M Sell
41,500
-2,500
-6% -$96K 0.56% 18
2015
Q1 		$1.85M Buy
44,000
+16,000
+57% +$673K 0.68% 17
2014
Q4 		$1.19M Buy
28,000
+2,000
+8% +$84.6K 0.45% 21
2014
Q3 		$997K Buy
+26,000
New +$997K 0.38% 24

Other funds holding KMI

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
MKC
M. Kraus & Co Shelburne, Vermont $377M AUM 22.25% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Barton Investment Management's KMI Position: Q3 2017 in Review

Barton Investment Management sold out of KINDER MORGAN,INC (KMI) in Q3 2017, closing a stake of 25,000 shares — an estimated $479K sold.

Barton Investment Management first reported a position in KMI in Q3 2014 and held it in 12 quarters. The position peaked at $1.85M in Q1 2015. 5 funds tracked by Wall St. Rank hold KMI as of Q3 2017.

  • Barton Investment Management reported no remaining KINDER MORGAN,INC position as of Q3 2017 after selling out during the quarter.
  • Barton Investment Management sold 25,000 KINDER MORGAN,INC shares in Q3 2017, an estimated $479K.
  • Barton Investment Management first reported a position in KINDER MORGAN,INC in Q3 2014 and held it in 12 quarters.
  • Barton Investment Management's KINDER MORGAN,INC position peaked at $1.85M in Q1 2015.
  • 5 funds tracked by Wall St. Rank held KINDER MORGAN,INC as of Q3 2017.

Based on Barton Investment Management's 13F filing for Q3 2017, filed 30 Oct 2017.