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Beaumont Financial Advisors’s Kinder Morgan KMI Stock Holding History

Beaumont Financial Advisors’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
2016
Q2 		– Sell
-280,457
Closed -$11.8M – 151
2016
Q1 		$11.8M Buy
+280,457
New +$4.59M 1.92% 13
2015
Q4 		– Sell
-288,957
Closed -$11.1M – 141
2015
Q3 		$11.1M Hold
288,957
– – 1.61% 27
2015
Q2 		$11.1M Sell
288,957
-6,706
-2% -$280K 1.61% 27
2015
Q1 		$12.4M Buy
295,663
+6,311
+2% +$261K 0.43% 49
2014
Q4 		$12.2M Buy
289,352
+126,812
+78% +$4.99M 0.59% 50
2014
Q3 		$6.23M Buy
162,540
+106,936
+192% +$4.06M 0.41% 67
2014
Q2 		$2.02M Buy
+55,604
New +$1.88M 0.14% 92

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beaumont Financial Advisors's KMI Position: Q2 2016 in Review

Beaumont Financial Advisors sold out of Kinder Morgan (KMI) in Q2 2016, closing a stake of 280,457 shares — an estimated $11.8M sold.

Beaumont Financial Advisors first reported a position in KMI in Q2 2014 and held it in 7 quarters. The position peaked at $12.4M in Q1 2015. 1,001 funds tracked by Wall St. Rank hold KMI as of Q2 2016.

  • Beaumont Financial Advisors reported no remaining Kinder Morgan position as of Q2 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 280,457 Kinder Morgan shares in Q2 2016, an estimated $11.8M.
  • Beaumont Financial Advisors first reported a position in Kinder Morgan in Q2 2014 and held it in 7 quarters.
  • Beaumont Financial Advisors's Kinder Morgan position peaked at $12.4M in Q1 2015.
  • 1,001 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2016.

Based on Beaumont Financial Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.