Bristol Advisors’s Kinder Morgan KMI Stock Holding History

Bristol 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	$232K	Buy	+11,600	New	+$217K	0.54%	18
2018 Q4	–	Sell	-12,200	Closed	-$216K	–	72
2018 Q3	$216K	Buy	12,200 +600	+5%	+$10.7K	0.36%	38
2018 Q2	$205K	Hold	11,600	–	–	0.4%	45
2018 Q1	$175K	Hold	11,600	–	–	0.57%	24
2017 Q4	$210K	Sell	11,600 -32	-0.3%	-$574	0.13%	72
2017 Q3	$223K	Hold	11,632	–	–	0.22%	61
2017 Q2	$223K	Hold	11,632	–	–	0.15%	44
2017 Q1	$253K	Hold	11,632	–	–	0.29%	37
2016 Q4	$241K	Buy	+11,632	New	+$246K	0.24%	55

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Bristol Advisors's KMI Position: Q1 2019 in Review

Bristol Advisors opened a new position in Kinder Morgan (KMI) in Q1 2019: 11,600 shares worth $232K. The stake represents 0.54% of the portfolio and ranks #18 among its holdings. This is a return to the name: Bristol Advisors previously reported a position in KMI as recently as Q3 2018.

Bristol Advisors first reported a position in KMI in Q4 2016 and has held it in 9 quarters since. The position peaked at $253K in Q1 2017. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

Bristol Advisors held 11,600 shares of Kinder Morgan worth $232K as of Q1 2019.
Kinder Morgan was a new Bristol Advisors position in Q1 2019.
Kinder Morgan made up 0.54% of Bristol Advisors's portfolio in Q1 2019, its #18 holding.
Bristol Advisors first reported a position in Kinder Morgan in Q4 2016 and has held it in 9 quarters since.
Bristol Advisors's Kinder Morgan position peaked at $253K in Q1 2017.
1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Bristol Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.