Alethea Capital Management’s Kinder Morgan KMI Stock Holding History

Alethea Capital 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
2018 Q3	–	Sell	-31,953	Closed	-$565K	–	85
2018 Q2	$565K	Buy	+31,953	New	+$523K	0.97%	24
2016 Q2	–	Sell	-150,603	Closed	-$2.69M	–	66
2016 Q1	$2.69M	Buy	+150,603	New	+$2.46M	2.99%	6
2015 Q4	–	Sell	-70,637	Closed	-$1.96M	–	78
2015 Q3	$1.96M	Buy	+70,637	New	+$2.34M	2.97%	9

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Alethea Capital Management's KMI Position: Q3 2018 in Review

Alethea Capital Management sold out of Kinder Morgan (KMI) in Q3 2018, closing a stake of 31,953 shares — an estimated $565K sold.

Alethea Capital Management first reported a position in KMI in Q3 2015 and held it in 3 quarters. The position peaked at $2.69M in Q1 2016. 1,059 funds tracked by Wall St. Rank hold KMI as of Q3 2018.

Alethea Capital Management reported no remaining Kinder Morgan position as of Q3 2018 after selling out during the quarter.
Alethea Capital Management sold 31,953 Kinder Morgan shares in Q3 2018, an estimated $565K.
Alethea Capital Management first reported a position in Kinder Morgan in Q3 2015 and held it in 3 quarters.
Alethea Capital Management's Kinder Morgan position peaked at $2.69M in Q1 2016.
1,059 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2018.

Based on Alethea Capital Management's 13F filing for Q3 2018, filed 29 Oct 2018.