First United Bank & Trust’s Kinder Morgan KMI Stock Holding History

First United Bank & Trust’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
2015 Q4	–	Sell	-38,208	Closed	-$1.06M	–	93
2015 Q3	$1.06M	Buy	38,208 +785	+2%	+$26K	1.03%	35
2015 Q2	$1.44M	Buy	37,423 +3,610	+11%	+$151K	1.31%	31
2015 Q1	$1.42M	Buy	33,813 +1,321	+4%	+$54.7K	1.29%	28
2014 Q4	$1.38M	Buy	32,492 +2,827	+10%	+$111K	1.32%	29
2014 Q3	$1.14M	Buy	29,665 +1,410	+5%	+$53.6K	1.16%	32
2014 Q2	$1.02M	Buy	28,255 +5,310	+23%	+$179K	1.07%	38
2014 Q1	$745K	Buy	+22,945	New	+$769K	0.8%	54

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

First United Bank & Trust's KMI Position: Q4 2015 in Review

First United Bank & Trust sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 38,208 shares — an estimated $1.06M sold.

First United Bank & Trust first reported a position in KMI in Q1 2014 and held it in 7 quarters. The position peaked at $1.44M in Q2 2015. 1,040 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

First United Bank & Trust reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
First United Bank & Trust sold 38,208 Kinder Morgan shares in Q4 2015, an estimated $1.06M.
First United Bank & Trust first reported a position in Kinder Morgan in Q1 2014 and held it in 7 quarters.
First United Bank & Trust's Kinder Morgan position peaked at $1.44M in Q2 2015.
1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on First United Bank & Trust's 13F filing for Q4 2015, filed 27 Jan 2016.