Bush ODonnell Investment Advisors’s Kinder Morgan KMI Stock Holding History

Bush ODonnell Investment 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
2018 Q1	–	Sell	-11,145	Closed	-$201K	–	30
2017 Q4	$201K	Sell	11,145 -15,335	-58%	-$275K	0.16%	45
2017 Q3	$508K	Hold	26,480	–	–	0.39%	36
2017 Q2	$507K	Hold	26,480	–	–	0.31%	36
2017 Q1	$576K	Hold	26,480	–	–	0.36%	35
2016 Q4	$548K	Hold	26,480	–	–	0.37%	36
2016 Q3	$612K	Hold	26,480	–	–	0.41%	34
2016 Q2	$496K	Hold	26,480	–	–	0.33%	36
2016 Q1	$473K	Buy	+26,480	New	+$433K	0.32%	34
2014 Q3	–	Sell	-203,345	Closed	-$7.37M	–	47
2014 Q2	$7.37M	Buy	203,345 +2,000	+1%	+$67.5K	4.15%	14
2014 Q1	$6.54M	Hold	201,345	–	–	3.36%	17
2013 Q4	$7.25M	Sell	201,345 -30,315	-13%	-$1.06M	3.83%	15
2013 Q3	$8.24M	Hold	231,660	–	–	3.96%	15
2013 Q2	$8.84M	Buy	+231,660	New	+$8.99M	4.41%	12

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bush ODonnell Investment Advisors's KMI Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 11,145 shares — an estimated $201K sold.

Bush ODonnell Investment Advisors first reported a position in KMI in Q2 2013 and held it in 13 quarters. The position peaked at $8.84M in Q2 2013. 1,045 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

Bush ODonnell Investment Advisors reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 11,145 Kinder Morgan shares in Q1 2018, an estimated $201K.
Bush ODonnell Investment Advisors first reported a position in Kinder Morgan in Q2 2013 and held it in 13 quarters.
Bush ODonnell Investment Advisors's Kinder Morgan position peaked at $8.84M in Q2 2013.
1,045 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.