Kovitz Investment Group’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-7,099
Closed -$273K 104
2015
Q2
$273K Buy
7,099
+450
+7% +$17.3K 0.02% 98
2015
Q1
$280K Buy
6,649
+1,195
+22% +$50.3K 0.02% 95
2014
Q4
$231K Buy
+5,454
New +$231K 0.01% 99