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BTR Capital Management’s Kinder Morgan KMI Stock Holding History

BTR Capital 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
2022
Q3 		$6.65M Buy
399,512
+3,895
+1% +$69.2K 1.04% 33
2022
Q2 		$6.63M Buy
395,617
+10,007
+3% +$187K 0.95% 35
2022
Q1 		$7.29M Sell
385,610
-8,340
-2% -$147K 0.9% 36
2021
Q4 		$6.25M Buy
393,950
+2,145
+0.5% +$35.7K 0.71% 38
2021
Q3 		$6.55M Buy
391,805
+22,085
+6% +$375K 0.81% 36
2021
Q2 		$6.74M Buy
369,720
+375
+0.1% +$6.68K 0.84% 36
2021
Q1 		$6.15M Buy
369,345
+19,401
+6% +$296K 0.9% 33
2020
Q4 		$4.78M Sell
349,944
-145,117
-29% -$1.94M 0.75% 37
2020
Q3 		$6.1M Buy
495,061
+8,987
+2% +$125K 1.08% 31
2020
Q2 		$7.37M Buy
486,074
+2,621
+0.5% +$39.8K 1.38% 25
2020
Q1 		$6.73M Buy
483,453
+69,556
+17% +$1.32M 1.49% 25
2019
Q4 		$8.76M Buy
413,897
+165,413
+67% +$3.35M 1.51% 26
2019
Q3 		$5.12M Buy
248,484
+19,435
+8% +$399K 0.96% 34
2019
Q2 		$4.78M Buy
229,049
+2,630
+1% +$53K 0.89% 37
2019
Q1 		$4.53M Sell
226,419
-4,250
-2% -$79.3K 0.87% 38
2018
Q4 		$3.55M Sell
230,669
-189,390
-45% -$3.21M 0.75% 38
2018
Q3 		$7.45M Buy
420,059
+6,047
+1% +$108K 1.3% 34
2018
Q2 		$7.32M Buy
414,012
+7,060
+2% +$116K 1.41% 35
2018
Q1 		$6.13M Buy
406,952
+15,780
+4% +$273K 1.23% 37
2017
Q4 		$7.07M Sell
391,172
-37,026
-9% -$664K 1.38% 35
2017
Q3 		$8.21M Sell
428,198
-2,024
-0.5% -$39.4K 1.67% 25
2017
Q2 		$8.24M Buy
430,222
+49,965
+13% +$993K 1.69% 24
2017
Q1 		$8.27M Buy
380,257
+111,593
+42% +$2.44M 1.73% 25
2016
Q4 		$6.21M Hold
268,664
– – 1.39% 31
2016
Q3 		$6.21M Buy
268,664
+155,380
+137% +$3.29M 1.39% 31
2016
Q2 		$2.12M Sell
113,284
-3,585
-3% -$63.9K 0.49% 53
2016
Q1 		$2.09M Sell
116,869
-47,247
-29% -$773K 0.49% 52
2015
Q4 		$2.45M Buy
164,116
+98,663
+151% +$2.35M 0.56% 50
2015
Q3 		$1.81M Buy
65,453
+20,900
+47% +$692K 0.43% 58
2015
Q2 		$1.71M Buy
44,553
+7,078
+19% +$295K 0.4% 64
2015
Q1 		$1.58M Buy
+37,475
New +$1.55M 0.38% 66

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTR Capital Management's KMI Position: Q3 2022 in Review

BTR Capital Management increased its Kinder Morgan (KMI) stake by 0.98% in Q3 2022, buying an estimated $69.2K and bringing the position to 399,512 shares worth $6.65M. The position accounts for 1.04% of the portfolio, ranked #33.

BTR Capital Management first reported a position in KMI in Q1 2015 and has held it in 31 quarters since. The position peaked at $8.76M in Q4 2019. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • BTR Capital Management held 399,512 shares of Kinder Morgan worth $6.65M as of Q3 2022.
  • BTR Capital Management bought 3,895 Kinder Morgan shares in Q3 2022, an estimated $69.2K.
  • Kinder Morgan made up 1.04% of BTR Capital Management's portfolio in Q3 2022, its #33 holding.
  • BTR Capital Management first reported a position in Kinder Morgan in Q1 2015 and has held it in 31 quarters since.
  • BTR Capital Management's Kinder Morgan position peaked at $8.76M in Q4 2019.
  • 1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.