WOC
KMI

West Oak Capital’s KINDER MORGAN,INC 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
2015
Q3 		– Sell
-884
Closed -$33.9K – 323
2015
Q2 		$33.9K Hold
884
– – 0.03% 166
2015
Q1 		$37.2K Hold
884
– – 0.03% 166
2014
Q4 		$37.4K Buy
884
+723
+449% +$30.6K 0.03% 164
2014
Q3 		$6.17K Hold
161
– – ﹤0.01% 221
2014
Q2 		$5.84K Hold
161
– – ﹤0.01% 226
2014
Q1 		$5.23K Hold
161
– – ﹤0.01% 227
2013
Q4 		$5.8K Hold
161
– – ﹤0.01% 223
2013
Q3 		$5.73K Hold
161
– – ﹤0.01% 218
2013
Q2 		$6.14K Buy
+161
New +$6.14K 0.01% 209

Other funds holding KMI

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
MKC
M. Kraus & Co Shelburne, Vermont $377M AUM 22.25% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return
NAM
Nichols Asset Management Sudbury, Massachusetts $51M AUM 5.34% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $182M AUM 26.44% 1-Year Est. Return

West Oak Capital's KMI Position: Q3 2015 in Review

West Oak Capital sold out of KINDER MORGAN,INC (KMI) in Q3 2015, closing a stake of 884 shares — an estimated $33.9K sold.

West Oak Capital first reported a position in KMI in Q2 2013 and held it in 9 quarters. The position peaked at $37.4K in Q4 2014. 10 funds tracked by Wall St. Rank hold KMI as of Q3 2015.

  • West Oak Capital reported no remaining KINDER MORGAN,INC position as of Q3 2015 after selling out during the quarter.
  • West Oak Capital sold 884 KINDER MORGAN,INC shares in Q3 2015, an estimated $33.9K.
  • West Oak Capital first reported a position in KINDER MORGAN,INC in Q2 2013 and held it in 9 quarters.
  • West Oak Capital's KINDER MORGAN,INC position peaked at $37.4K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held KINDER MORGAN,INC as of Q3 2015.

Based on West Oak Capital's 13F filing for Q3 2015, filed 2 Oct 2015.