Patten Group’s Kinder Morgan KMI Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-1,644	Closed	-$25K	–	389
2018 Q4	$25K	Sell	1,644 -300	-15%	-$5.08K	0.01%	348
2018 Q3	$34K	Sell	1,944 -1,600	-45%	-$28.6K	0.01%	368
2018 Q2	$63K	Hold	3,544	–	–	0.03%	296
2018 Q1	$53K	Hold	3,544	–	–	0.02%	316
2017 Q4	$64K	Hold	3,544	–	–	0.03%	314
2017 Q3	$68K	Hold	3,544	–	–	0.03%	297
2017 Q2	$72K	Sell	3,544 -1,000	-22%	-$19.9K	0.03%	288
2017 Q1	$98K	Sell	4,544 -1,000	-18%	-$21.9K	0.04%	246
2016 Q4	$124K	Sell	5,544 -5,950	-52%	-$126K	0.06%	218
2016 Q3	$236K	Hold	11,494	–	–	0.11%	162
2016 Q2	$215K	Buy	11,494 +5,094	+80%	+$90.8K	0.1%	163
2016 Q1	$114K	Buy	6,400 +215	+3%	+$3.52K	0.05%	215
2015 Q4	$92.3K	Buy	6,185 +630	+11%	+$15K	0.04%	242
2015 Q3	$154K	Hold	5,555	–	–	0.08%	183
2015 Q2	$213K	Hold	5,555	–	–	0.1%	165
2015 Q1	$235K	Hold	5,555	–	–	0.12%	156
2014 Q4	$235K	Buy	+5,555	New	+$219K	0.11%	159

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

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

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

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

TCA

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Patten Group's KMI Position: Q1 2019 in Review

Patten Group sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 1,644 shares — an estimated $25K sold.

Patten Group first reported a position in KMI in Q4 2014 and held it in 17 quarters. The position peaked at $236K in Q3 2016. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

Patten Group reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
Patten Group sold 1,644 Kinder Morgan shares in Q1 2019, an estimated $25K.
Patten Group first reported a position in Kinder Morgan in Q4 2014 and held it in 17 quarters.
Patten Group's Kinder Morgan position peaked at $236K in Q3 2016.
1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.