Constellation Investments’s Kinder Morgan KMI Stock Holding History

Constellation 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
2016 Q1	$734K	Buy	41,073 +900	+2%	+$14.7K	0.13%	163
2015 Q4	$599K	Buy	40,173 +1,500	+4%	+$35.7K	0.11%	194
2015 Q3	$1.07M	Buy	38,673 +1,400	+4%	+$46.4K	0.22%	98
2015 Q2	$1.43M	Buy	37,273 +1,200	+3%	+$50.1K	0.27%	83
2015 Q1	$1.52M	Buy	36,073 +1,600	+5%	+$66.2K	0.29%	77
2014 Q4	$1.46M	Buy	34,473 +21,700	+170%	+$855K	0.3%	76
2014 Q3	$490K	Hold	12,773	–	–	0.11%	207
2014 Q2	$463K	Buy	12,773 +200	+2%	+$6.75K	0.11%	224
2014 Q1	$408K	Buy	12,573 +200	+2%	+$6.7K	0.1%	237
2013 Q4	$445K	Buy	12,373 +900	+8%	+$31.5K	0.11%	211
2013 Q3	$408K	Buy	11,473 +1,300	+13%	+$48.8K	0.13%	194
2013 Q2	$388K	Buy	+10,173	New	+$395K	0.13%	178

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Constellation Investments's KMI Position: Q1 2016 in Review

Constellation Investments increased its Kinder Morgan (KMI) stake by 2.2% in Q1 2016, buying an estimated $14.7K and bringing the position to 41,073 shares worth $734K. The position accounts for 0.13% of the portfolio, ranked #163.

Constellation Investments first reported a position in KMI in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.52M in Q1 2015. 1,031 funds tracked by Wall St. Rank hold KMI as of Q1 2016.

Constellation Investments held 41,073 shares of Kinder Morgan worth $734K as of Q1 2016.
Constellation Investments bought 900 Kinder Morgan shares in Q1 2016, an estimated $14.7K.
Kinder Morgan made up 0.13% of Constellation Investments's portfolio in Q1 2016, its #163 holding.
Constellation Investments first reported a position in Kinder Morgan in Q2 2013 and has held it in 12 quarters since.
Constellation Investments's Kinder Morgan position peaked at $1.52M in Q1 2015.
1,031 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.