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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return