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CCM Investment Advisers’s Kinder Morgan KMI Stock Holding History

CCM Investment Advisers’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
Q1 		– Sell
-13,799
Closed -$285K – 97
2016
Q4 		$285K Sell
13,799
-8,061
-37% -$170K 0.06% 84
2016
Q3 		$505K Sell
21,860
-6,293
-22% -$133K 0.11% 72
2016
Q2 		$527K Sell
28,153
-600
-2% -$10.7K 0.05% 92
2016
Q1 		$513K Sell
28,753
-20,147
-41% -$330K 0.05% 74
2015
Q4 		$729K Sell
48,900
-51,460
-51% -$1.23M 0.07% 70
2015
Q3 		$2.78M Sell
100,360
-2,217
-2% -$73.4K 0.28% 57
2015
Q2 		$3.94M Sell
102,577
-329
-0.3% -$13.7K 0.36% 54
2015
Q1 		$4.33M Sell
102,906
-12,515
-11% -$518K 0.42% 60
2014
Q4 		$4.88M Buy
+115,421
New +$4.55M 0.44% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM Investment Advisers's KMI Position: Q1 2017 in Review

CCM Investment Advisers sold out of Kinder Morgan (KMI) in Q1 2017, closing a stake of 13,799 shares — an estimated $285K sold.

CCM Investment Advisers first reported a position in KMI in Q4 2014 and held it in 9 quarters. The position peaked at $4.88M in Q4 2014. 1,040 funds tracked by Wall St. Rank hold KMI as of Q1 2017.

  • CCM Investment Advisers reported no remaining Kinder Morgan position as of Q1 2017 after selling out during the quarter.
  • CCM Investment Advisers sold 13,799 Kinder Morgan shares in Q1 2017, an estimated $285K.
  • CCM Investment Advisers first reported a position in Kinder Morgan in Q4 2014 and held it in 9 quarters.
  • CCM Investment Advisers's Kinder Morgan position peaked at $4.88M in Q4 2014.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2017.

Based on CCM Investment Advisers's 13F filing for Q1 2017, filed 25 May 2017.