Geneva Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $380K | Sell |
19,812
-4,394
| -18% | -$84.3K | 0.01% | 560 |
|
|
2017
Q1 | $526K | Sell |
24,206
-6,465
| -21% | -$140K | 0.01% | 492 |
|
|
2016
Q4 | $635K | Buy |
30,671
+655
| +2% | +$13.6K | 0.01% | 440 |
|
|
2016
Q3 | $694K | Buy |
30,016
+884
| +3% | +$20.4K | 0.01% | 405 |
|
|
2016
Q2 | $545K | Sell |
29,132
-19,368
| -40% | -$362K | 0.01% | 426 |
|
|
2016
Q1 | $866K | Sell |
48,500
-438
| -0.9% | -$7.82K | 0.02% | 330 |
|
|
2015
Q4 | $730K | Sell |
48,938
-32,327
| -40% | -$482K | 0.01% | 353 |
|
|
2015
Q3 | $2.25M | Sell |
81,265
-9,552
| -11% | -$264K | 0.05% | 175 |
|
|
2015
Q2 | $3.49M | Buy |
90,817
+1,838
| +2% | +$70.6K | 0.06% | 152 |
|
|
2015
Q1 | $3.74M | Sell |
88,979
-1,931
| -2% | -$81.2K | 0.07% | 153 |
|
|
2014
Q4 | $3.85M | Buy |
+90,910
| New | +$3.85M | 0.07% | 144 |
|