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Assured Investment Management’s Kinder Morgan KMI Stock Holding History

Assured 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
Q1 		– Sell
-153,726
Closed -$2.36M – 1241
2018
Q4 		$2.36M Sell
153,726
-28,498
-16% -$482K 0.07% 311
2018
Q3 		$3.23M Buy
182,224
+175,957
+2,808% +$3.15M 0.06% 340
2018
Q2 		$111K Sell
6,267
-8,311
-57% -$136K ﹤0.01% 1069
2018
Q1 		$220K Sell
14,578
-157,610
-92% -$2.73M 0.01% 959
2017
Q4 		$3.11M Buy
+172,188
New +$3.09M 0.06% 308
2017
Q3 		– Sell
-76,519
Closed -$1.47M – 654
2017
Q2 		$1.47M Buy
+76,519
New +$1.52M 0.03% 321
2017
Q1 		– Sell
-105,661
Closed -$2.19M – 665
2016
Q4 		$2.19M Buy
105,661
+61,420
+139% +$1.3M 0.04% 170
2016
Q3 		$1.02M Buy
+44,241
New +$937K 0.02% 302
2016
Q2 		– Sell
-29,524
Closed -$527K – 634
2016
Q1 		$527K Buy
29,524
+15,873
+116% +$260K 0.01% 321
2015
Q4 		$204K Buy
+13,651
New +$325K ﹤0.01% 472
2015
Q3 		– Sell
-1,006
Closed -$39K – 664
2015
Q2 		$39K Buy
+1,006
New +$42K ﹤0.01% 611

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Assured Investment Management's KMI Position: Q1 2019 in Review

Assured Investment Management sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 153,726 shares — an estimated $2.36M sold.

Assured Investment Management first reported a position in KMI in Q2 2015 and held it in 11 quarters. The position peaked at $3.23M in Q3 2018. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • Assured Investment Management reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 153,726 Kinder Morgan shares in Q1 2019, an estimated $2.36M.
  • Assured Investment Management first reported a position in Kinder Morgan in Q2 2015 and held it in 11 quarters.
  • Assured Investment Management's Kinder Morgan position peaked at $3.23M in Q3 2018.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.