C-J Advisory’s Kinder Morgan KMI Stock Holding History

C-J Advisory’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 Q4	–	Sell	-265	Closed	-$5K	–	164
2018 Q3	$5K	Hold	265	–	–	﹤0.01%	142
2018 Q2	$5K	Hold	265	–	–	﹤0.01%	145
2018 Q1	$4K	Hold	265	–	–	﹤0.01%	145
2017 Q4	$5K	Buy	+265	New	+$4.75K	﹤0.01%	135

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C-J Advisory's KMI Position: Q4 2018 in Review

C-J Advisory sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 265 shares — an estimated $5K sold.

C-J Advisory first reported a position in KMI in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

C-J Advisory reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
C-J Advisory sold 265 Kinder Morgan shares in Q4 2018, an estimated $5K.
C-J Advisory first reported a position in Kinder Morgan in Q4 2017 and held it in 4 quarters.
C-J Advisory's Kinder Morgan position peaked at $5K in Q3 2018.
1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on C-J Advisory's 13F filing for Q4 2018, filed 3 May 2019.