National Penn Investors Trust’s Kinder Morgan KMI Stock Holding History

National Penn Investors Trust’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
2016 Q1	$911K	Sell	51,014 -40,000	-44%	-$654K	0.11%	119
2015 Q4	$1.36M	Sell	91,014 -1,801	-2%	-$42.9K	0.15%	109
2015 Q3	$2.57M	Sell	92,815 -250	-0.3%	-$8.28K	0.3%	80
2015 Q2	$3.57M	Sell	93,065 -1,010	-1%	-$42.2K	0.38%	58
2015 Q1	$3.96M	Buy	94,075 +87,343	+1,297%	+$3.62M	0.42%	51
2014 Q4	$285K	Buy	+6,732	New	+$265K	0.03%	153
2014 Q2	–	Sell	-8,136	Closed	-$264K	–	186
2014 Q1	$264K	Sell	8,136 -3,200	-28%	-$107K	0.03%	164
2013 Q4	$408K	Buy	11,336 +225	+2%	+$7.88K	0.05%	158
2013 Q3	$395K	Buy	+11,111	New	+$417K	0.05%	153

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

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

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

Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BFA

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

National Penn Investors Trust's KMI Position: Q1 2016 in Review

National Penn Investors Trust reduced its Kinder Morgan (KMI) stake by 44% in Q1 2016, selling an estimated $654K and leaving 51,014 shares worth $911K. The position accounts for 0.11% of the portfolio, ranked #119.

National Penn Investors Trust first reported a position in KMI in Q3 2013 and has held it in 9 quarters since. The position peaked at $3.96M in Q1 2015. 1,030 funds tracked by Wall St. Rank hold KMI as of Q1 2016.

National Penn Investors Trust held 51,014 shares of Kinder Morgan worth $911K as of Q1 2016.
National Penn Investors Trust sold 40,000 Kinder Morgan shares in Q1 2016, an estimated $654K.
Kinder Morgan made up 0.11% of National Penn Investors Trust's portfolio in Q1 2016, its #119 holding.
National Penn Investors Trust first reported a position in Kinder Morgan in Q3 2013 and has held it in 9 quarters since.
National Penn Investors Trust's Kinder Morgan position peaked at $3.96M in Q1 2015.
1,030 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.