BKS Advisors’s Kinder Morgan KMI Stock Holding History

BKS 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
2018 Q2	–	Sell	-10,168	Closed	-$153K	–	238
2018 Q1	$153K	Buy	+10,168	New	+$176K	0.06%	210
2016 Q4	–	Sell	-5,985	Closed	-$138K	–	211
2016 Q3	$138K	Buy	+5,985	New	+$127K	0.06%	194

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKS Advisors's KMI Position: Q2 2018 in Review

BKS Advisors sold out of Kinder Morgan (KMI) in Q2 2018, closing a stake of 10,168 shares — an estimated $153K sold.

BKS Advisors first reported a position in KMI in Q3 2016 and held it in 2 quarters. The position peaked at $153K in Q1 2018. 1,025 funds tracked by Wall St. Rank hold KMI as of Q2 2018.

BKS Advisors reported no remaining Kinder Morgan position as of Q2 2018 after selling out during the quarter.
BKS Advisors sold 10,168 Kinder Morgan shares in Q2 2018, an estimated $153K.
BKS Advisors first reported a position in Kinder Morgan in Q3 2016 and held it in 2 quarters.
BKS Advisors's Kinder Morgan position peaked at $153K in Q1 2018.
1,025 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2018.

Based on BKS Advisors's 13F filing for Q2 2018, filed 6 Aug 2018.