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Biechele Royce Advisors’s Kinder Morgan KMI Stock Holding History

Biechele Royce 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
2019
Q1 		– Sell
-98,912
Closed -$1.52M – 49
2018
Q4 		$1.52M Sell
98,912
-6,408
-6% -$108K 1.09% 27
2018
Q3 		$1.87M Sell
105,320
-5,314
-5% -$95K 1.17% 27
2018
Q2 		$1.96M Sell
110,634
-14,989
-12% -$245K 1.31% 29
2018
Q1 		$1.89M Sell
125,623
-16,703
-12% -$289K 1.32% 29
2017
Q4 		$2.57M Buy
+142,326
New +$2.55M 1.75% 25

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Biechele Royce Advisors's KMI Position: Q1 2019 in Review

Biechele Royce Advisors sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 98,912 shares — an estimated $1.52M sold.

Biechele Royce Advisors first reported a position in KMI in Q4 2017 and held it in 5 quarters. The position peaked at $2.57M in Q4 2017. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • Biechele Royce Advisors reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • Biechele Royce Advisors sold 98,912 Kinder Morgan shares in Q1 2019, an estimated $1.52M.
  • Biechele Royce Advisors first reported a position in Kinder Morgan in Q4 2017 and held it in 5 quarters.
  • Biechele Royce Advisors's Kinder Morgan position peaked at $2.57M in Q4 2017.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Biechele Royce Advisors's 13F filing for Q1 2019, filed 17 Apr 2019.