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Acuity Investment Management’s Kinder Morgan KMI Stock Holding History

Acuity Investment Management’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
Q1 		$753K Sell
17,900
-5,600
-24% -$232K 1.06% 24
2014
Q4 		$993K Sell
23,500
-3,100
-12% -$122K 0.8% 27
2014
Q3 		$1.02M Buy
+26,600
New +$1.01M 0.79% 29
2014
Q1 		– Sell
-25,000
Closed -$901K – 147
2013
Q4 		$901K Buy
+25,000
New +$876K 0.36% 64

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acuity Investment Management's KMI Position: Q1 2015 in Review

Acuity Investment Management reduced its Kinder Morgan (KMI) stake by 24% in Q1 2015, selling an estimated $232K and leaving 17,900 shares worth $753K. The position accounts for 1.06% of the portfolio, ranked #24.

Acuity Investment Management first reported a position in KMI in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2014. 1,244 funds tracked by Wall St. Rank hold KMI as of Q1 2015.

  • Acuity Investment Management held 17,900 shares of Kinder Morgan worth $753K as of Q1 2015.
  • Acuity Investment Management sold 5,600 Kinder Morgan shares in Q1 2015, an estimated $232K.
  • Kinder Morgan made up 1.06% of Acuity Investment Management's portfolio in Q1 2015, its #24 holding.
  • Acuity Investment Management first reported a position in Kinder Morgan in Q4 2013 and has held it in 4 quarters since.
  • Acuity Investment Management's Kinder Morgan position peaked at $1.02M in Q3 2014.
  • 1,244 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.