Beach Investment Management’s Kinder Morgan KMI Stock Holding History

Beach 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 Q3	–	Sell	-42,830	Closed	-$894K	–	38
2019 Q2	$894K	Hold	42,830	–	–	1.46%	25
2019 Q1	$857K	Hold	42,830	–	–	1.54%	23
2018 Q4	$659K	Buy	+42,830	New	+$725K	1.47%	26
2018 Q2	–	Sell	-36,530	Closed	-$550K	–	48
2018 Q1	$550K	Hold	36,530	–	–	0.89%	37
2017 Q4	$660K	Hold	36,530	–	–	1.01%	36
2017 Q3	$701K	Hold	36,530	–	–	1.22%	32
2017 Q2	$700K	Hold	36,530	–	–	1.05%	36
2017 Q1	$794K	Buy	+36,530	New	+$798K	1.25%	30
2015 Q4	–	Sell	-23,320	Closed	-$645K	–	49
2015 Q3	$645K	Sell	23,320 -14,920	-39%	-$494K	1.34%	32
2015 Q2	$1.47M	Hold	38,240	–	–	2.19%	14
2015 Q1	$1.61M	Buy	+38,240	New	+$1.58M	2.37%	15

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

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

Beach Investment Management's KMI Position: Q3 2019 in Review

Beach Investment Management sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 42,830 shares — an estimated $894K sold.

Beach Investment Management first reported a position in KMI in Q1 2015 and held it in 11 quarters. The position peaked at $1.61M in Q1 2015. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

Beach Investment Management reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
Beach Investment Management sold 42,830 Kinder Morgan shares in Q3 2019, an estimated $894K.
Beach Investment Management first reported a position in Kinder Morgan in Q1 2015 and held it in 11 quarters.
Beach Investment Management's Kinder Morgan position peaked at $1.61M in Q1 2015.
1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Beach Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.