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Bedell Frazier Investment Counselling’s Kinder Morgan KMI Stock Holding History

Bedell Frazier Investment Counselling’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
Q1 		– Sell
-190,700
Closed -$3.45M – 52
2017
Q4 		$3.45M Sell
190,700
-42,050
-18% -$755K 1.28% 31
2017
Q3 		$4.46M Sell
232,750
-2,750
-1% -$53.6K 2.06% 26
2017
Q2 		$4.51M Buy
235,500
+14,300
+6% +$284K 1.65% 31
2017
Q1 		$4.81M Buy
221,200
+22,640
+11% +$495K 1.83% 27
2016
Q4 		$4.11M Buy
198,560
+135,312
+214% +$2.86M 1.62% 32
2016
Q3 		$1.46M Sell
63,248
-2,125
-3% -$45K 0.61% 34
2016
Q2 		$1.22M Sell
65,373
-4,530
-6% -$80.7K 0.61% 33
2016
Q1 		$1.25M Buy
69,903
+4,799
+7% +$78.5K 0.64% 29
2015
Q4 		$971K Buy
65,104
+880
+1% +$21K 0.48% 33
2015
Q3 		$1.78M Buy
64,224
+10,416
+19% +$345K 1.03% 27
2015
Q2 		$2.07M Sell
53,808
-1,892
-3% -$79K 0.82% 37
2015
Q1 		$2.34M Sell
55,700
-2,147
-4% -$88.9K 0.97% 34
2014
Q4 		$2.45M Buy
+57,847
New +$2.28M 1.2% 33

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bedell Frazier Investment Counselling's KMI Position: Q1 2018 in Review

Bedell Frazier Investment Counselling sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 190,700 shares — an estimated $3.45M sold.

Bedell Frazier Investment Counselling first reported a position in KMI in Q4 2014 and held it in 13 quarters. The position peaked at $4.81M in Q1 2017. 1,044 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Bedell Frazier Investment Counselling reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 190,700 Kinder Morgan shares in Q1 2018, an estimated $3.45M.
  • Bedell Frazier Investment Counselling first reported a position in Kinder Morgan in Q4 2014 and held it in 13 quarters.
  • Bedell Frazier Investment Counselling's Kinder Morgan position peaked at $4.81M in Q1 2017.
  • 1,044 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2018, filed 10 May 2018.