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Castleton Investment Management’s Kinder Morgan KMI Stock Holding History

Castleton Investment 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
2018
Q4 		– Sell
-215,000
Closed -$3.81M – 58
2018
Q3 		$3.81M Sell
215,000
-115,000
-35% -$2.06M 1.46% 22
2018
Q2 		$5.83M Buy
+330,000
New +$5.4M 1.93% 17
2017
Q2 		– Sell
-41,000
Closed -$891K – 61
2017
Q1 		$891K Buy
+41,000
New +$896K 0.32% 36

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

Castleton Investment Management's KMI Position: Q4 2018 in Review

Castleton Investment Management sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 215,000 shares — an estimated $3.81M sold.

Castleton Investment Management first reported a position in KMI in Q1 2017 and held it in 3 quarters. The position peaked at $5.83M in Q2 2018. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Castleton Investment Management reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
  • Castleton Investment Management sold 215,000 Kinder Morgan shares in Q4 2018, an estimated $3.81M.
  • Castleton Investment Management first reported a position in Kinder Morgan in Q1 2017 and held it in 3 quarters.
  • Castleton Investment Management's Kinder Morgan position peaked at $5.83M in Q2 2018.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Castleton Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.