BA
KMI icon

Broadview Advisors’s Kinder Morgan KMI Stock Holding History

Broadview 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
Q2 		– Sell
-11,475
Closed -$230K – 83
2019
Q1 		$230K Sell
11,475
-1,800
-14% -$33.6K 0.06% 92
2018
Q4 		$204K Sell
13,275
-138,300
-91% -$2.34M 0.06% 82
2018
Q3 		$2.69M Buy
151,575
+99,400
+191% +$1.78M 0.46% 69
2018
Q2 		$922K Buy
52,175
+40,650
+353% +$665K 0.15% 81
2018
Q1 		$174K Sell
11,525
-2,400
-17% -$41.6K 0.03% 89
2017
Q4 		$252K Sell
13,925
-26,400
-65% -$474K 0.04% 101
2017
Q3 		$773K Sell
40,325
-25
-0.1% -$487 0.11% 90
2017
Q2 		$773K Sell
40,350
-250
-0.6% -$4.97K 0.11% 85
2017
Q1 		$883K Sell
40,600
-6,750
-14% -$148K 0.12% 90
2016
Q4 		$981K Buy
+47,350
New +$1M 0.13% 83

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Broadview Advisors's KMI Position: Q2 2019 in Review

Broadview Advisors sold out of Kinder Morgan (KMI) in Q2 2019, closing a stake of 11,475 shares — an estimated $230K sold.

Broadview Advisors first reported a position in KMI in Q4 2016 and held it in 10 quarters. The position peaked at $2.69M in Q3 2018. 1,121 funds tracked by Wall St. Rank hold KMI as of Q2 2019.

  • Broadview Advisors reported no remaining Kinder Morgan position as of Q2 2019 after selling out during the quarter.
  • Broadview Advisors sold 11,475 Kinder Morgan shares in Q2 2019, an estimated $230K.
  • Broadview Advisors first reported a position in Kinder Morgan in Q4 2016 and held it in 10 quarters.
  • Broadview Advisors's Kinder Morgan position peaked at $2.69M in Q3 2018.
  • 1,121 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.