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Middleton & Co’s Kinder Morgan KMI Stock Holding History

Middleton & Co’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
2018
Q1 		– Sell
-11,194
Closed -$202K – 153
2017
Q4 		$202K Sell
11,194
-3,667
-25% -$65.8K 0.03% 158
2017
Q3 		$285K Buy
14,861
+4,277
+40% +$83.3K 0.05% 151
2017
Q2 		$203K Hold
10,584
– – 0.04% 149
2017
Q1 		$230K Sell
10,584
-300
-3% -$6.56K 0.05% 147
2016
Q4 		$225K Hold
10,884
– – 0.05% 147
2016
Q3 		$252K Hold
10,884
– – 0.06% 145
2016
Q2 		$204K Hold
10,884
– – 0.05% 155
2016
Q1 		$194K Sell
10,884
-1,125
-9% -$18.4K 0.05% 156
2015
Q4 		$179K Sell
12,009
-49,139
-80% -$1.17M 0.04% 157
2015
Q3 		$1.69M Buy
61,148
+3,175
+5% +$105K 0.4% 65
2015
Q2 		$2.23M Buy
57,973
+4,075
+8% +$170K 0.48% 60
2015
Q1 		$2.27M Sell
53,898
-6,481
-11% -$268K 0.5% 64
2014
Q4 		$2.56M Buy
60,379
+18,255
+43% +$719K 0.57% 55
2014
Q3 		$1.61M Sell
42,124
-8,160
-16% -$310K 0.38% 69
2014
Q2 		$1.82M Sell
50,284
-1,150
-2% -$38.8K 0.41% 65
2014
Q1 		$1.67M Sell
51,434
-6,949
-12% -$233K 0.39% 68
2013
Q4 		$2.1M Sell
58,383
-1,925
-3% -$67.4K 0.55% 53
2013
Q3 		$2.15M Buy
60,308
+5,400
+10% +$203K 0.56% 59
2013
Q2 		$2.09M Buy
+54,908
New +$2.13M 0.61% 53

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return