CAZ Investments’s Kinder Morgan KMI Stock Holding History

CAZ Investments’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
2020 Q2	–	Sell	-30,000	Closed	-$418K	–	48
2020 Q1	$418K	Buy	+30,000	New	+$571K	1.07%	17
2017 Q1	–	Sell	-50,000	Closed	-$1.03M	–	34
2016 Q4	$1.03M	Hold	50,000	–	–	1.22%	25
2016 Q3	$1.16M	Hold	50,000	–	–	0.87%	22
2016 Q2	$936K	Hold	50,000	–	–	0.99%	28
2016 Q1	$893K	Sell	50,000 -20,000	-29%	-$327K	1.35%	28
2015 Q4	$1.04M	Buy	70,000 +50,000	+250%	+$1.19M	1.46%	24
2015 Q3	$554K	Buy	+20,000	New	+$662K	0.44%	30

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CAZ Investments's KMI Position: Q1 2018 in Review

CAZ Investments sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 13,900 shares — an estimated $251K sold.

CAZ Investments first reported a position in KMI in Q1 2015 and held it in 12 quarters. The position peaked at $1.05M in Q1 2016. 1,044 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

CAZ Investments reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
CAZ Investments sold 13,900 Kinder Morgan shares in Q1 2018, an estimated $251K.
CAZ Investments first reported a position in Kinder Morgan in Q1 2015 and held it in 12 quarters.
CAZ Investments's Kinder Morgan position peaked at $1.05M in Q1 2016.
1,044 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on CAZ Investments's 13F filing for Q1 2018, filed 14 May 2018.