Lipe & Dalton’s Kinder Morgan KMI Stock Holding History

Lipe & Dalton’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 Q1	–	Sell	-4,752	Closed	-$201K	–	68
2014 Q4	$201K	Buy	+4,752	New	+$187K	0.13%	65

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

Highstar Capital New York $8.59M AUM 3.82% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lipe & Dalton's KMI Position: Q1 2015 in Review

Lipe & Dalton sold out of Kinder Morgan (KMI) in Q1 2015, closing a stake of 4,752 shares — an estimated $201K sold.

Lipe & Dalton first reported a position in KMI in Q4 2014 and held it in 1 quarter. The position peaked at $201K in Q4 2014. 1,243 funds tracked by Wall St. Rank hold KMI as of Q1 2015.

Lipe & Dalton reported no remaining Kinder Morgan position as of Q1 2015 after selling out during the quarter.
Lipe & Dalton sold 4,752 Kinder Morgan shares in Q1 2015, an estimated $201K.
Lipe & Dalton first reported a position in Kinder Morgan in Q4 2014 and held it in 1 quarter.
Lipe & Dalton's Kinder Morgan position peaked at $201K in Q4 2014.
1,243 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2015.

Based on Lipe & Dalton's 13F filing for Q1 2015, filed 8 May 2015.