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

Frontier Investment Management Dallas, Texas $1.61B AUM 1.86% 1-Year Est. Return

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

M. Kraus & Co Shelburne, Vermont $343M AUM 19.86% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $797M AUM 11.92% 1-Year Est. Return

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return

Nichols Asset Management Sudbury, Massachusetts $51M AUM 5.34% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.15B AUM 34.45% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 1-Year Est. Return