Bedell Frazier Investment Counselling’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-190,700
| Closed | -$3.45M | – | 52 |
|
|
2017
Q4 | $3.45M | Sell |
190,700
-42,050
| -18% | -$760K | 1.28% | 31 |
|
|
2017
Q3 | $4.46M | Sell |
232,750
-2,750
| -1% | -$52.7K | 2.06% | 26 |
|
|
2017
Q2 | $4.51M | Buy |
235,500
+14,300
| +6% | +$274K | 1.65% | 31 |
|
|
2017
Q1 | $4.81M | Buy |
221,200
+22,640
| +11% | +$492K | 1.83% | 27 |
|
|
2016
Q4 | $4.11M | Buy |
198,560
+135,312
| +214% | +$2.8M | 1.62% | 32 |
|
|
2016
Q3 | $1.46M | Sell |
63,248
-2,125
| -3% | -$49.2K | 0.61% | 34 |
|
|
2016
Q2 | $1.22M | Sell |
65,373
-4,530
| -6% | -$84.8K | 0.61% | 33 |
|
|
2016
Q1 | $1.25M | Buy |
69,903
+4,799
| +7% | +$85.7K | 0.64% | 29 |
|
|
2015
Q4 | $971K | Buy |
65,104
+880
| +1% | +$13.1K | 0.48% | 33 |
|
|
2015
Q3 | $1.78M | Buy |
64,224
+10,416
| +19% | +$288K | 1.03% | 27 |
|
|
2015
Q2 | $2.07M | Sell |
53,808
-1,892
| -3% | -$72.6K | 0.82% | 37 |
|
|
2015
Q1 | $2.34M | Sell |
55,700
-2,147
| -4% | -$90.3K | 0.97% | 34 |
|
|
2014
Q4 | $2.45M | Buy |
+57,847
| New | +$2.45M | 1.2% | 33 |
|