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Blue Rock Advisors’s Kinder Morgan KMI Stock Holding History

Blue Rock 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
Q4 		– Sell
-49,629
Closed -$880K – 30
2018
Q3 		$880K Buy
49,629
+20,870
+73% +$373K 1.3% 38
2018
Q2 		$508K Buy
+28,759
New +$471K 1.29% 35

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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Rock Advisors's KMI Position: Q4 2018 in Review

Blue Rock Advisors sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 49,629 shares — an estimated $880K sold.

Blue Rock Advisors first reported a position in KMI in Q2 2018 and held it in 2 quarters. The position peaked at $880K in Q3 2018. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Blue Rock Advisors reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
  • Blue Rock Advisors sold 49,629 Kinder Morgan shares in Q4 2018, an estimated $880K.
  • Blue Rock Advisors first reported a position in Kinder Morgan in Q2 2018 and held it in 2 quarters.
  • Blue Rock Advisors's Kinder Morgan position peaked at $880K in Q3 2018.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Blue Rock Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.