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Balasa Dinverno & Foltz’s Kinder Morgan KMI Stock Holding History

Balasa Dinverno & Foltz’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
2015
Q2 		– Sell
-5,272
Closed -$222K – 208
2015
Q1 		$222K Sell
5,272
-1,063
-17% -$44K 0.03% 179
2014
Q4 		$268K Buy
+6,335
New +$249K 0.04% 157

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
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balasa Dinverno & Foltz's KMI Position: Q2 2015 in Review

Balasa Dinverno & Foltz sold out of Kinder Morgan (KMI) in Q2 2015, closing a stake of 5,272 shares — an estimated $222K sold.

Balasa Dinverno & Foltz first reported a position in KMI in Q4 2014 and held it in 2 quarters. The position peaked at $268K in Q4 2014. 1,248 funds tracked by Wall St. Rank hold KMI as of Q2 2015.

  • Balasa Dinverno & Foltz reported no remaining Kinder Morgan position as of Q2 2015 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 5,272 Kinder Morgan shares in Q2 2015, an estimated $222K.
  • Balasa Dinverno & Foltz first reported a position in Kinder Morgan in Q4 2014 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Kinder Morgan position peaked at $268K in Q4 2014.
  • 1,248 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2015.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2015, filed 11 Aug 2015.