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Aldebaran Financial’s Kinder Morgan KMI Stock Holding History

Aldebaran Financial’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
2016
Q3 		– Sell
-11,941
Closed -$221K – 99
2016
Q2 		$221K Buy
11,941
+18
+0.2% +$321 0.18% 97
2016
Q1 		$212K Sell
11,923
-78
-0.6% -$1.28K 0.18% 94
2015
Q4 		$182K Sell
12,001
-5,276
-31% -$126K 0.17% 98
2015
Q3 		$477K Buy
17,277
+1,969
+13% +$65.2K 0.45% 65
2015
Q2 		$586K Buy
15,308
+48
+0.3% +$2K 0.49% 59
2015
Q1 		$642K Sell
15,260
-1,938
-11% -$80.2K 0.55% 59
2014
Q4 		$728K Buy
+17,198
New +$677K 0.64% 57

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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aldebaran Financial's KMI Position: Q3 2016 in Review

Aldebaran Financial sold out of Kinder Morgan (KMI) in Q3 2016, closing a stake of 11,941 shares — an estimated $221K sold.

Aldebaran Financial first reported a position in KMI in Q4 2014 and held it in 7 quarters. The position peaked at $728K in Q4 2014. 1,033 funds tracked by Wall St. Rank hold KMI as of Q3 2016.

  • Aldebaran Financial reported no remaining Kinder Morgan position as of Q3 2016 after selling out during the quarter.
  • Aldebaran Financial sold 11,941 Kinder Morgan shares in Q3 2016, an estimated $221K.
  • Aldebaran Financial first reported a position in Kinder Morgan in Q4 2014 and held it in 7 quarters.
  • Aldebaran Financial's Kinder Morgan position peaked at $728K in Q4 2014.
  • 1,033 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2016.

Based on Aldebaran Financial's 13F filing for Q3 2016, filed 16 Dec 2016.