Summit Capital Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-115,133
| Closed | -$4.41M | – | 66 |
|
2014
Q3 | $4.41M | Sell |
115,133
-24,260
| -17% | -$930K | 1.56% | 25 |
|
2014
Q2 | $5.05M | Sell |
139,393
-98,575
| -41% | -$3.57M | 1.81% | 25 |
|
2014
Q1 | $7.73M | Buy |
237,968
+45,728
| +24% | +$1.49M | 2.73% | 9 |
|
2013
Q4 | $6.92M | Buy |
192,240
+6,035
| +3% | +$217K | 2.61% | 10 |
|
2013
Q3 | $6.62M | Buy |
186,205
+12,080
| +7% | +$430K | 3.15% | 9 |
|
2013
Q2 | $6.64M | Buy |
+174,125
| New | +$6.64M | 2.83% | 11 |
|