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Capital Planning Advisors’s Kinder Morgan KMI Stock Holding History

Capital Planning 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
2017
Q4 		– Sell
-13,520
Closed -$259K – 125
2017
Q3 		$259K Sell
13,520
-800
-6% -$15.6K 0.1% 113
2017
Q2 		$274K Sell
14,320
-2,560
-15% -$50.9K 0.12% 104
2017
Q1 		$367K Buy
+16,880
New +$369K 0.18% 83
2015
Q3 		– Sell
-11,108
Closed -$426K – 107
2015
Q2 		$426K Buy
11,108
+60
+0.5% +$2.5K 0.25% 73
2015
Q1 		$465K Buy
11,048
+1,201
+12% +$49.7K 0.32% 57
2014
Q4 		$417K Buy
+9,847
New +$388K 0.36% 58

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Planning Advisors's KMI Position: Q4 2017 in Review

Capital Planning Advisors sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 13,520 shares — an estimated $259K sold.

Capital Planning Advisors first reported a position in KMI in Q4 2014 and held it in 6 quarters. The position peaked at $465K in Q1 2015. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Capital Planning Advisors reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 13,520 Kinder Morgan shares in Q4 2017, an estimated $259K.
  • Capital Planning Advisors first reported a position in Kinder Morgan in Q4 2014 and held it in 6 quarters.
  • Capital Planning Advisors's Kinder Morgan position peaked at $465K in Q1 2015.
  • 1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Capital Planning Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.