West Oak Capital’s Kinder Morgan KMI Stock Holding History

West Oak Capital’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
2019 Q3	–	Sell	-161	Closed	-$3K	–	314
2019 Q2	$3K	Hold	161	–	–	﹤0.01%	289
2019 Q1	$3K	Hold	161	–	–	﹤0.01%	284
2018 Q4	$2.48K	Hold	161	–	–	﹤0.01%	303
2018 Q3	$2.85K	Hold	161	–	–	﹤0.01%	329
2018 Q2	$2.85K	Hold	161	–	–	﹤0.01%	300
2018 Q1	$2.42K	Hold	161	–	–	﹤0.01%	313
2017 Q4	$2.91K	Hold	161	–	–	﹤0.01%	272
2017 Q3	$3.09K	Hold	161	–	–	﹤0.01%	302
2017 Q2	$3.08K	Hold	161	–	–	﹤0.01%	319
2017 Q1	$3.5K	Hold	161	–	–	﹤0.01%	339
2016 Q4	$3.33K	Hold	161	–	–	﹤0.01%	308
2016 Q3	$3.72K	Hold	161	–	–	﹤0.01%	334
2016 Q2	$3.01K	Hold	161	–	–	﹤0.01%	305
2016 Q1	$2.88K	Hold	161	–	–	﹤0.01%	241
2015 Q4	$2.4K	Sell	161 -723	-82%	-$17.2K	﹤0.01%	250
2015 Q3	$24.5K	Buy	+884	New	+$29.3K	0.02%	177

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

West Oak Capital's KMI Position: Q3 2019 in Review

West Oak Capital sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 161 shares — an estimated $3K sold.

West Oak Capital first reported a position in KMI in Q3 2015 and held it in 16 quarters. The position peaked at $24.5K in Q3 2015. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

West Oak Capital reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
West Oak Capital sold 161 Kinder Morgan shares in Q3 2019, an estimated $3K.
West Oak Capital first reported a position in Kinder Morgan in Q3 2015 and held it in 16 quarters.
West Oak Capital's Kinder Morgan position peaked at $24.5K in Q3 2015.
1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on West Oak Capital's 13F filing for Q3 2019, filed 2 Oct 2019.