Coe Capital Management’s Kinder Morgan KMI Stock Holding History

Coe Capital 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
2020 Q3	–	Sell	-32,636	Closed	-$495K	–	72
2020 Q2	$495K	Buy	32,636 +419	+1%	+$6.37K	0.74%	43
2020 Q1	$448K	Buy	+32,217	New	+$613K	0.75%	41
2015 Q4	–	Sell	-132,976	Closed	-$3.68M	–	235
2015 Q3	$3.68M	Buy	132,976 +90,000	+209%	+$2.98M	1.36%	15
2015 Q2	$1.65M	Buy	42,976 +11,872	+38%	+$496K	0.6%	56
2015 Q1	$1.31M	Sell	31,104 -5,167	-14%	-$214K	0.53%	63
2014 Q4	$1.53M	Sell	36,271 -5,389	-13%	-$212K	0.49%	65
2014 Q3	$1.6M	Buy	41,660 +1,130	+3%	+$42.9K	0.59%	48
2014 Q2	$1.47M	Sell	40,530 -9,850	-20%	-$333K	0.53%	58
2014 Q1	$1.64M	Buy	50,380 +19,440	+63%	+$651K	0.48%	64
2013 Q4	$1.11M	Buy	+30,940	New	+$1.08M	0.39%	84
2013 Q3	–	Sell	-33,650	Closed	-$1.28M	–	139
2013 Q2	$1.28M	Buy	+33,650	New	+$1.31M	0.49%	63

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coe Capital Management's KMI Position: Q3 2020 in Review

Coe Capital Management sold out of Kinder Morgan (KMI) in Q3 2020, closing a stake of 32,636 shares — an estimated $495K sold.

Coe Capital Management first reported a position in KMI in Q2 2013 and held it in 11 quarters. The position peaked at $3.68M in Q3 2015. 1,084 funds tracked by Wall St. Rank hold KMI as of Q3 2020.

Coe Capital Management reported no remaining Kinder Morgan position as of Q3 2020 after selling out during the quarter.
Coe Capital Management sold 32,636 Kinder Morgan shares in Q3 2020, an estimated $495K.
Coe Capital Management first reported a position in Kinder Morgan in Q2 2013 and held it in 11 quarters.
Coe Capital Management's Kinder Morgan position peaked at $3.68M in Q3 2015.
1,084 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2020.

Based on Coe Capital Management's 13F filing for Q3 2020, filed 18 Nov 2020.