Global Endowment Management’s Kinder Morgan KMI Stock Holding History

Global Endowment 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
2019 Q3	–	Sell	-23,260	Closed	-$485K	–	132
2019 Q2	$485K	Sell	23,260 -28,670	-55%	-$578K	0.05%	99
2019 Q1	$1.04M	Buy	+51,930	New	+$969K	0.15%	90
2018 Q4	–	Sell	-26,610	Closed	-$472K	–	201
2018 Q3	$472K	Buy	26,610 +3,000	+13%	+$53.6K	0.06%	154
2018 Q2	$417K	Buy	23,610 +1,810	+8%	+$29.6K	0.05%	168
2018 Q1	$329K	Buy	+21,800	New	+$378K	0.05%	185
2017 Q2	–	Sell	-56,350	Closed	-$1.23M	–	257
2017 Q1	$1.23M	Buy	56,350 +6,000	+12%	+$131K	0.18%	95
2016 Q4	$1.04M	Buy	50,350 +20,200	+67%	+$427K	0.16%	100
2016 Q3	$697K	Hold	30,150	–	–	0.12%	110
2016 Q2	$565K	Buy	30,150 +6,810	+29%	+$121K	0.12%	97
2016 Q1	$417K	Sell	23,340 -167,480	-88%	-$2.74M	0.09%	133
2015 Q4	$2.85M	Hold	190,820	–	–	0.52%	30
2015 Q3	$5.28M	Buy	190,820 +63,730	+50%	+$2.11M	0.78%	28
2015 Q2	$4.88M	Buy	127,090 +62,800	+98%	+$2.62M	0.68%	31
2015 Q1	$2.7M	Buy	64,290 +15,690	+32%	+$650K	0.42%	80
2014 Q4	$2.06M	Buy	48,600 +21,200	+77%	+$835K	0.34%	99
2014 Q3	$1.05M	Buy	+27,400	New	+$1.04M	0.16%	141
2013 Q4	–	Sell	-28,453	Closed	-$1.01M	–	228
2013 Q3	$1.01M	Sell	28,453 -31,020	-52%	-$1.16M	0.25%	110
2013 Q2	$2.27M	Buy	+59,473	New	+$2.31M	0.63%	46

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

Franklin Resources

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

ClearBridge Investments

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

Bank of America

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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return