SFM
Stack Financial Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-335,989
| Closed | -$5.01M | – | 51 |
|
|
2015
Q4 | $5.01M | Sell |
335,989
-847
| -0.3% | -$12.6K | 0.63% | 46 |
|
|
2015
Q3 | $9.32M | Sell |
336,836
-3,095
| -0.9% | -$85.7K | 1.31% | 39 |
|
|
2015
Q2 | $13.1M | Buy |
339,931
+8,240
| +2% | +$316K | 1.59% | 35 |
|
|
2015
Q1 | $14M | Buy |
331,691
+2,081
| +0.6% | +$87.5K | 1.68% | 31 |
|
|
2014
Q4 | $13.9M | Buy |
329,610
+3,640
| +1% | +$154K | 1.61% | 32 |
|
|
2014
Q3 | $12.5M | Sell |
325,970
-1,030
| -0.3% | -$39.5K | 1.59% | 33 |
|
|
2014
Q2 | $11.9M | Buy |
+327,000
| New | +$11.9M | 1.45% | 41 |
|