Osborn Williams & Donohoe’s Kinder Morgan KMI Stock Holding History

Osborn Williams & Donohoe’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
2020 Q1	$710K	Sell	51,039 -409	-0.8%	-$7.78K	0.09%	164
2019 Q4	$1.09M	Buy	51,448 +9,900	+24%	+$200K	0.11%	162
2019 Q3	$856K	Sell	41,548 -445	-1%	-$9.14K	0.09%	178
2019 Q2	$877K	Buy	41,993 +500	+1%	+$10.1K	0.09%	176
2019 Q1	$827K	Buy	+41,493	New	+$775K	0.09%	193
2015 Q4	–	Sell	-10,446	Closed	-$307K	–	227
2015 Q3	$307K	Buy	10,446 +1,000	+11%	+$33.1K	0.07%	165
2015 Q2	$329K	Sell	9,446 -2	-0%	-$83	0.07%	168
2015 Q1	$397K	Buy	9,448 +7	+0.1%	+$290	0.08%	166
2014 Q4	$399K	Buy	+9,441	New	+$372K	0.08%	162

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

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

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

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

TCA

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Osborn Williams & Donohoe's KMI Position: Q1 2020 in Review

Osborn Williams & Donohoe reduced its Kinder Morgan (KMI) stake by 0.79% in Q1 2020, selling an estimated $7.78K and leaving 51,039 shares worth $710K. The position accounts for 0.09% of the portfolio, ranked #164.

Osborn Williams & Donohoe first reported a position in KMI in Q4 2014 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

Osborn Williams & Donohoe held 51,039 shares of Kinder Morgan worth $710K as of Q1 2020.
Osborn Williams & Donohoe sold 409 Kinder Morgan shares in Q1 2020, an estimated $7.78K.
Kinder Morgan made up 0.09% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #164 holding.
Osborn Williams & Donohoe first reported a position in Kinder Morgan in Q4 2014 and has held it in 9 quarters since.
Osborn Williams & Donohoe's Kinder Morgan position peaked at $1.09M in Q4 2019.
1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.