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Forte Capital’s Kinder Morgan KMI Stock Holding History

Forte Capital’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
Q1 		– Sell
-10,552
Closed -$223K – 87
2019
Q4 		$223K Sell
10,552
-70
-0.7% -$1.42K 0.06% 89
2019
Q3 		$219K Sell
10,622
-150
-1% -$3.08K 0.07% 92
2019
Q2 		$225K Buy
+10,772
New +$217K 0.07% 93
2017
Q4 		– Sell
-11,521
Closed -$221K – 166
2017
Q3 		$221K Sell
11,521
-3,896
-25% -$75.9K 0.07% 154
2017
Q2 		$295K Hold
15,417
– – 0.1% 132
2017
Q1 		$335K Sell
15,417
-2,775
-15% -$60.6K 0.11% 128
2016
Q4 		$376K Sell
18,192
-16,350
-47% -$346K 0.14% 111
2016
Q3 		$799K Sell
34,542
-7,138
-17% -$151K 0.3% 76
2016
Q2 		$780K Buy
41,680
+600
+1% +$10.7K 0.3% 72
2016
Q1 		$734K Buy
41,080
+16,057
+64% +$263K 0.32% 65
2015
Q4 		$373K Sell
25,023
-6,119
-20% -$146K 0.15% 114
2015
Q3 		$862K Sell
31,142
-3,365
-10% -$111K 0.39% 61
2015
Q2 		$1.32M Buy
34,507
+3,027
+10% +$126K 0.56% 47
2015
Q1 		$1.32M Buy
31,480
+1,050
+3% +$43.5K 0.57% 48
2014
Q4 		$1.29M Buy
30,430
+5,775
+23% +$227K 0.56% 48
2014
Q3 		$945K Buy
+24,655
New +$937K 0.44% 55

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return