Waverton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-29,057
| Closed | -$599K | – | 60 |
|
|
2019
Q3 | $599K | Sell |
29,057
-3,903
| -12% | -$80.5K | 0.03% | 71 |
|
|
2019
Q2 | $688K | Buy |
32,960
+981
| +3% | +$20.5K | 0.03% | 72 |
|
|
2019
Q1 | $640K | Sell |
31,979
-133
| -0.4% | -$2.66K | 0.03% | 68 |
|
|
2018
Q4 | $494K | Buy |
32,112
+3,406
| +12% | +$52.4K | 0.03% | 69 |
|
|
2018
Q3 | $509K | Hold |
28,706
| – | – | 0.03% | 70 |
|
|
2018
Q2 | $507K | Buy |
28,706
+2,568
| +10% | +$45.4K | 0.03% | 69 |
|
|
2018
Q1 | $394K | Buy |
26,138
+3,321
| +15% | +$50.1K | 0.02% | 74 |
|
|
2017
Q4 | $412K | Hold |
22,817
| – | – | 0.02% | 77 |
|
|
2017
Q3 | $438K | Buy |
22,817
+247
| +1% | +$4.74K | 0.03% | 75 |
|
|
2017
Q2 | $432K | Buy |
22,570
+827
| +4% | +$15.8K | 0.03% | 76 |
|
|
2017
Q1 | $473K | Sell |
21,743
-112
| -0.5% | -$2.44K | 0.03% | 97 |
|
|
2016
Q4 | $453K | Buy |
+21,855
| New | +$453K | 0.03% | 104 |
|