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Crescent Grove Advisors’s Kinder Morgan KMI Stock Holding History

Crescent Grove 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
2019
Q3 		– Sell
-16,541
Closed -$345K – 160
2019
Q2 		$345K Sell
16,541
-300
-2% -$6.05K 0.07% 108
2019
Q1 		$337K Buy
16,841
+2
+0% +$37 0.07% 110
2018
Q4 		$259K Hold
16,839
– – 0.06% 131
2018
Q3 		$299K Hold
16,839
– – 0.06% 106
2018
Q2 		$298K Hold
16,839
– – 0.07% 107
2018
Q1 		$254K Sell
16,839
-333
-2% -$5.77K 0.06% 115
2017
Q4 		$310K Hold
17,172
– – 0.08% 98
2017
Q3 		$329K Hold
17,172
– – 0.08% 93
2017
Q2 		$329K Buy
+17,172
New +$341K 0.09% 88

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Crescent Grove Advisors's KMI Position: Q3 2019 in Review

Crescent Grove Advisors sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 16,541 shares — an estimated $345K sold.

Crescent Grove Advisors first reported a position in KMI in Q2 2017 and held it in 9 quarters. The position peaked at $345K in Q2 2019. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Crescent Grove Advisors reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
  • Crescent Grove Advisors sold 16,541 Kinder Morgan shares in Q3 2019, an estimated $345K.
  • Crescent Grove Advisors first reported a position in Kinder Morgan in Q2 2017 and held it in 9 quarters.
  • Crescent Grove Advisors's Kinder Morgan position peaked at $345K in Q2 2019.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Crescent Grove Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.