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Advantage Investment Management’s Kinder Morgan KMI Stock Holding History

Advantage 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
2019
Q3 		$117K Sell
5,669
-3,909
-41% -$80.2K 0.09% 209
2019
Q2 		$200K Hold
9,578
– – 0.15% 145
2019
Q1 		$192K Sell
9,578
-3,023
-24% -$56.4K 0.15% 148
2018
Q4 		$194K Buy
12,601
+3,766
+43% +$63.7K 0.15% 115
2018
Q3 		$157K Buy
8,835
+1,516
+21% +$27.1K 0.1% 181
2018
Q2 		$129K Buy
7,319
+17
+0.2% +$278 0.09% 184
2018
Q1 		$110K Sell
7,302
-589
-7% -$10.2K 0.04% 233
2017
Q4 		$143K Buy
7,891
+4
+0.1% +$72 0.04% 215
2017
Q3 		$151K Sell
7,887
-168
-2% -$3.27K 0.05% 198
2017
Q2 		$154K Buy
8,055
+1,486
+23% +$29.5K 0.05% 189
2017
Q1 		$143K Buy
6,569
+799
+14% +$17.5K 0.06% 179
2016
Q4 		$119K Sell
5,770
-795
-12% -$16.8K 0.04% 203
2016
Q3 		$152K Buy
6,565
+255
+4% +$5.4K 0.06% 158
2016
Q2 		$118K Buy
6,310
+7
+0.1% +$125 0.06% 205
2016
Q1 		$113K Buy
6,303
+76
+1% +$1.24K 0.05% 202
2015
Q4 		$93K Sell
6,227
-769
-11% -$18.3K 0.05% 243
2015
Q3 		$194K Buy
6,996
+531
+8% +$17.6K 0.11% 124
2015
Q2 		$248K Buy
6,465
+1,783
+38% +$74.4K 0.12% 126
2015
Q1 		$197K Buy
4,682
+134
+3% +$5.55K 0.11% 143
2014
Q4 		$192K Buy
+4,548
New +$179K 0.14% 124

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Advantage Investment Management's KMI Position: Q3 2019 in Review

Advantage Investment Management reduced its Kinder Morgan (KMI) stake by 41% in Q3 2019, selling an estimated $80.2K and leaving 5,669 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #209.

Advantage Investment Management first reported a position in KMI in Q4 2014 and has held it in 20 quarters since. The position peaked at $248K in Q2 2015. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Advantage Investment Management held 5,669 shares of Kinder Morgan worth $117K as of Q3 2019.
  • Advantage Investment Management sold 3,909 Kinder Morgan shares in Q3 2019, an estimated $80.2K.
  • Kinder Morgan made up 0.09% of Advantage Investment Management's portfolio in Q3 2019, its #209 holding.
  • Advantage Investment Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's Kinder Morgan position peaked at $248K in Q2 2015.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.