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Bell Rock Capital’s Kinder Morgan KMI Stock Holding History

Bell Rock Capital’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
2020
Q1 		– Sell
-39,775
Closed -$838K – 187
2019
Q4 		$838K Sell
39,775
-14,752
-27% -$299K 0.72% 34
2019
Q3 		$1.12M Buy
54,527
+1,549
+3% +$31.8K 0.99% 30
2019
Q2 		$1.1M Sell
52,978
-204,499
-79% -$4.12M 0.97% 28
2019
Q1 		$5.15M Buy
257,477
+73,162
+40% +$1.37M 2.96% 4
2018
Q4 		$2.84M Sell
184,315
-3,125
-2% -$52.9K 1.9% 10
2018
Q3 		$3.32M Buy
187,440
+20,795
+12% +$372K 1.63% 9
2018
Q2 		$2.94M Buy
166,645
+3,015
+2% +$49.3K 1.49% 12
2018
Q1 		$2.47M Buy
163,630
+89,838
+122% +$1.56M 1.31% 17
2017
Q4 		$1.97M Buy
73,792
+2,125
+3% +$38.1K 1.07% 28
2017
Q3 		$1.37M Buy
71,667
+7,963
+13% +$155K 0.78% 45
2017
Q2 		$1.22M Buy
63,704
+62,828
+7,172% +$1.25M 0.75% 43
2017
Q1 		$19K Buy
876
+506
+137% +$11.1K 0.02% 260
2016
Q4 		$8K Buy
+370
New +$7.82K 0.01% 301

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Rock Capital's KMI Position: Q1 2020 in Review

Bell Rock Capital sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 39,775 shares — an estimated $838K sold.

Bell Rock Capital first reported a position in KMI in Q4 2016 and held it in 13 quarters. The position peaked at $5.15M in Q1 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Bell Rock Capital reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 39,775 Kinder Morgan shares in Q1 2020, an estimated $838K.
  • Bell Rock Capital first reported a position in Kinder Morgan in Q4 2016 and held it in 13 quarters.
  • Bell Rock Capital's Kinder Morgan position peaked at $5.15M in Q1 2019.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.