Sterling Investment Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-29,498
| Closed | -$566K | – | 57 |
|
|
2017
Q3 | $566K | Sell |
29,498
-2,179
| -7% | -$41.8K | 0.77% | 34 |
|
|
2017
Q2 | $607K | Sell |
31,677
-184
| -0.6% | -$3.53K | 0.8% | 32 |
|
|
2017
Q1 | $693K | Buy |
31,861
+2,247
| +8% | +$48.9K | 0.97% | 29 |
|
|
2016
Q4 | $613K | Sell |
29,614
-1,009
| -3% | -$20.9K | 0.88% | 34 |
|
|
2016
Q3 | $708K | Sell |
30,623
-15,508
| -34% | -$359K | 1.04% | 33 |
|
|
2016
Q2 | $864K | Sell |
46,131
-669
| -1% | -$12.5K | 1.18% | 33 |
|
|
2016
Q1 | $836K | Sell |
46,800
-39,910
| -46% | -$713K | 1.14% | 35 |
|
|
2015
Q4 | $1.29M | Sell |
86,710
-14,448
| -14% | -$216K | 1.12% | 36 |
|
|
2015
Q3 | $2.8M | Buy |
101,158
+31,263
| +45% | +$865K | 2.2% | 17 |
|
|
2015
Q2 | $2.68M | Buy |
69,895
+4,804
| +7% | +$184K | 2.02% | 22 |
|
|
2015
Q1 | $2.74M | Sell |
65,091
-1,541
| -2% | -$64.8K | 1.93% | 22 |
|
|
2014
Q4 | $2.82M | Buy |
+66,632
| New | +$2.82M | 1.94% | 21 |
|