Whittier Trust’s Kinder Morgan Inc KMI.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,304
| Closed | -$10K | – | 1395 |
|
|
2017
Q1 | $10K | Hold |
10,304
| – | – | ﹤0.01% | 1011 |
|
|
2016
Q4 | $10K | Hold |
10,304
| – | – | ﹤0.01% | 980 |
|
|
2016
Q3 | $0 | Sell |
10,304
-2,361
| -19% | -$53 | ﹤0.01% | 1247 |
|
|
2016
Q2 | $0 | Hold |
12,665
| – | – | ﹤0.01% | 1256 |
|
|
2016
Q1 | $0 | Hold |
12,665
| – | – | ﹤0.01% | 1275 |
|
|
2015
Q4 | $1K | Hold |
12,665
| – | – | ﹤0.01% | 1185 |
|
|
2015
Q3 | $12K | Hold |
12,665
| – | – | ﹤0.01% | 939 |
|
|
2015
Q2 | $34K | Hold |
12,665
| – | – | ﹤0.01% | 811 |
|
|
2015
Q1 | $52K | Hold |
12,665
| – | – | ﹤0.01% | 716 |
|
|
2014
Q4 | $54K | Hold |
12,665
| – | – | ﹤0.01% | 641 |
|
|
2014
Q3 | $46K | Hold |
12,665
| – | – | ﹤0.01% | 663 |
|
|
2014
Q2 | $35K | Hold |
12,665
| – | – | ﹤0.01% | 702 |
|
|
2014
Q1 | $22K | Hold |
12,665
| – | – | ﹤0.01% | 787 |
|
|
2013
Q4 | $51K | Sell |
12,665
-624
| -5% | -$2.69K | ﹤0.01% | 668 |
|
|
2013
Q3 | $66K | Hold |
13,289
| – | – | ﹤0.01% | 614 |
|
|
2013
Q2 | $68K | Buy |
+13,289
| New | +$72.9K | ﹤0.01% | 599 |
|
Whittier Trust's KMI.WS Position: Q2 2017 in Review
Whittier Trust sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 10,304 shares — an estimated $10K sold.
Whittier Trust first reported a position in KMI.WS in Q2 2013 and held it in 16 quarters. The position peaked at $68K in Q2 2013. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.
- Whittier Trust reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
- Whittier Trust sold 10,304 Kinder Morgan Inc shares in Q2 2017, an estimated $10K.
- Whittier Trust first reported a position in Kinder Morgan Inc in Q2 2013 and held it in 16 quarters.
- Whittier Trust's Kinder Morgan Inc position peaked at $68K in Q2 2013.
- 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.
Based on Whittier Trust's 13F filing for Q2 2017, filed 20 Jul 2017.