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Bridgewater Wealth & Financial Management’s Kinder Morgan KMI Stock Holding History

Bridgewater Wealth & Financial Management’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
2015
Q1 		– Sell
-16,361
Closed -$692K – 84
2014
Q4 		$692K Buy
+16,361
New +$644K 0.28% 55

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgewater Wealth & Financial Management's KMI Position: Q1 2015 in Review

Bridgewater Wealth & Financial Management sold out of Kinder Morgan (KMI) in Q1 2015, closing a stake of 16,361 shares — an estimated $692K sold.

Bridgewater Wealth & Financial Management first reported a position in KMI in Q4 2014 and held it in 1 quarter. The position peaked at $692K in Q4 2014. 1,243 funds tracked by Wall St. Rank hold KMI as of Q1 2015.

  • Bridgewater Wealth & Financial Management reported no remaining Kinder Morgan position as of Q1 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 16,361 Kinder Morgan shares in Q1 2015, an estimated $692K.
  • Bridgewater Wealth & Financial Management first reported a position in Kinder Morgan in Q4 2014 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Kinder Morgan position peaked at $692K in Q4 2014.
  • 1,243 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2015, filed 28 Jul 2015.