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Bruderman Asset Management’s Kinder Morgan KMI Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-4,520
Closed -$90K – 350
2019
Q1 		$90K Sell
4,520
-70
-2% -$1.31K 0.02% 206
2018
Q4 		$71K Buy
+4,590
New +$77.7K 0.02% 214
2016
Q4 		– Sell
-1,320
Closed -$31K – 379
2016
Q3 		$31K Hold
1,320
– – 0.01% 253
2016
Q2 		$25K Hold
1,320
– – 0.01% 251
2016
Q1 		$24K Sell
1,320
-195
-13% -$3.19K 0.01% 252
2015
Q4 		$23K Sell
1,515
-221,717
-99% -$5.28M 0.01% 273
2015
Q3 		$6.18M Sell
223,232
-10,708
-5% -$355K 2.43% 13
2015
Q2 		$8.98M Sell
233,940
-6,871
-3% -$287K 3.44% 9
2015
Q1 		$10.1M Buy
+240,811
New +$9.97M 3.95% 4

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruderman Asset Management's KMI Position: Q2 2019 in Review

Bruderman Asset Management sold out of Kinder Morgan (KMI) in Q2 2019, closing a stake of 4,520 shares — an estimated $90K sold.

Bruderman Asset Management first reported a position in KMI in Q1 2015 and held it in 9 quarters. The position peaked at $10.1M in Q1 2015. 1,121 funds tracked by Wall St. Rank hold KMI as of Q2 2019.

  • Bruderman Asset Management reported no remaining Kinder Morgan position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 4,520 Kinder Morgan shares in Q2 2019, an estimated $90K.
  • Bruderman Asset Management first reported a position in Kinder Morgan in Q1 2015 and held it in 9 quarters.
  • Bruderman Asset Management's Kinder Morgan position peaked at $10.1M in Q1 2015.
  • 1,121 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.