Taylor Cottrill’s Kinder Morgan KMI Stock Holding History

Taylor Cottrill’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
2015 Q4	$1.22M	Sell	82,045 -22,529	-22%	-$537K	0.63%	50
2015 Q3	$2.9M	Sell	104,574 -100	-0.1%	-$3.31K	1.57%	25
2015 Q2	$4.02M	Sell	104,674 -1,900	-2%	-$79.3K	1.94%	17
2015 Q1	$4.48M	Sell	106,574 -500	-0.5%	-$20.7K	2.13%	17
2014 Q4	$4.53M	Buy	107,074 +2,296	+2%	+$90.4K	2.13%	14
2014 Q3	$4.02M	Sell	104,778 -1,915	-2%	-$72.8K	1.97%	18
2014 Q2	$3.87M	Buy	106,693 +60,495	+131%	+$2.04M	1.88%	21
2014 Q1	$1.5M	Buy	46,198 +5,000	+12%	+$168K	0.78%	48
2013 Q4	$1.48M	Buy	41,198 +2,100	+5%	+$73.6K	0.77%	48
2013 Q3	$1.39M	Buy	39,098 +4,575	+13%	+$172K	0.78%	46
2013 Q2	$1.32M	Buy	+34,523	New	+$1.34M	0.76%	50

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Taylor Cottrill's KMI Position: Q4 2015 in Review

Taylor Cottrill reduced its Kinder Morgan (KMI) stake by 22% in Q4 2015, selling an estimated $537K and leaving 82,045 shares worth $1.22M. The position accounts for 0.63% of the portfolio, ranked #50.

Taylor Cottrill first reported a position in KMI in Q2 2013 and has held it in 11 quarters since. The position peaked at $4.53M in Q4 2014. 1,041 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

Taylor Cottrill held 82,045 shares of Kinder Morgan worth $1.22M as of Q4 2015.
Taylor Cottrill sold 22,529 Kinder Morgan shares in Q4 2015, an estimated $537K.
Kinder Morgan made up 0.63% of Taylor Cottrill's portfolio in Q4 2015, its #50 holding.
Taylor Cottrill first reported a position in Kinder Morgan in Q2 2013 and has held it in 11 quarters since.
Taylor Cottrill's Kinder Morgan position peaked at $4.53M in Q4 2014.
1,041 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.