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Capital Advantage’s Kinder Morgan KMI Stock Holding History

Capital Advantage’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
-8,036
Closed -$142K – 77
2018
Q3 		$142K Buy
+8,036
New +$144K 0.03% 80
2016
Q4 		– Sell
-12,010
Closed -$278K – 81
2016
Q3 		$278K Buy
12,010
+509
+4% +$10.8K 0.08% 62
2016
Q2 		$215K Buy
11,501
+11
+0.1% +$196 0.06% 71
2016
Q1 		$205K Buy
11,490
+11
+0.1% +$180 0.07% 73
2015
Q4 		$171K Sell
11,479
-134
-1% -$3.19K 0.06% 77
2015
Q3 		$321K Buy
11,613
+434
+4% +$14.4K 0.13% 54
2015
Q2 		$429K Buy
11,179
+17
+0.2% +$710 0.17% 46
2015
Q1 		$469K Buy
11,162
+715
+7% +$29.6K 0.19% 42
2014
Q4 		$442K Buy
+10,447
New +$411K 0.18% 41

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advantage's KMI Position: Q4 2018 in Review

Capital Advantage sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 8,036 shares — an estimated $142K sold.

Capital Advantage first reported a position in KMI in Q4 2014 and held it in 9 quarters. The position peaked at $469K in Q1 2015. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Capital Advantage reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
  • Capital Advantage sold 8,036 Kinder Morgan shares in Q4 2018, an estimated $142K.
  • Capital Advantage first reported a position in Kinder Morgan in Q4 2014 and held it in 9 quarters.
  • Capital Advantage's Kinder Morgan position peaked at $469K in Q1 2015.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Capital Advantage's 13F filing for Q4 2018, filed 7 Feb 2019.