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Aureus Asset Management’s Kinder Morgan KMI Stock Holding History

Aureus Asset 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
Q4 		– Sell
-20,700
Closed -$367K – 177
2018
Q3 		$367K Buy
20,700
+50
+0.2% +$894 0.05% 134
2018
Q2 		$365K Hold
20,650
– – 0.05% 140
2018
Q1 		$311K Buy
+20,650
New +$358K 0.05% 139

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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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aureus Asset Management's KMI Position: Q4 2018 in Review

Aureus Asset Management sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 20,700 shares — an estimated $367K sold.

Aureus Asset Management first reported a position in KMI in Q1 2018 and held it in 3 quarters. The position peaked at $367K in Q3 2018. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Aureus Asset Management reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
  • Aureus Asset Management sold 20,700 Kinder Morgan shares in Q4 2018, an estimated $367K.
  • Aureus Asset Management first reported a position in Kinder Morgan in Q1 2018 and held it in 3 quarters.
  • Aureus Asset Management's Kinder Morgan position peaked at $367K in Q3 2018.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Aureus Asset Management's 13F filing for Q4 2018, filed 13 Feb 2019.