CrestPoint Capital Management’s Kinder Morgan KMI Stock Holding History

CrestPoint Capital 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
2017 Q4	$446K	Sell	24,700 -61,900	-71%	-$1.11M	0.25%	130
2017 Q3	$1.66M	Buy	86,600 +2,101	+2%	+$40.9K	0.74%	36
2017 Q2	$1.62M	Buy	84,499 +55,800	+194%	+$1.11M	0.76%	37
2017 Q1	$624K	Sell	28,699 -8,701	-23%	-$190K	0.3%	121
2016 Q4	$775K	Buy	+37,400	New	+$791K	0.39%	91
2015 Q3	–	Sell	-6,740	Closed	-$259K	–	220
2015 Q2	$259K	Sell	6,740 -100	-1%	-$4.17K	0.14%	193
2015 Q1	$288K	Sell	6,840 -2,200	-24%	-$91.1K	0.15%	189
2014 Q4	$382K	Buy	+9,040	New	+$356K	0.21%	158
2014 Q2	–	Sell	-23,910	Closed	-$777K	–	221
2014 Q1	$777K	Buy	23,910 +2,210	+10%	+$74.1K	0.48%	80
2013 Q4	$781K	Buy	+21,700	New	+$760K	0.52%	70

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CrestPoint Capital Management's KMI Position: Q4 2017 in Review

CrestPoint Capital Management reduced its Kinder Morgan (KMI) stake by 71% in Q4 2017, selling an estimated $1.11M and leaving 24,700 shares worth $446K. The position accounts for 0.25% of the portfolio, ranked #130.

CrestPoint Capital Management first reported a position in KMI in Q4 2013 and has held it in 10 quarters since. The position peaked at $1.66M in Q3 2017. 1,027 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

CrestPoint Capital Management held 24,700 shares of Kinder Morgan worth $446K as of Q4 2017.
CrestPoint Capital Management sold 61,900 Kinder Morgan shares in Q4 2017, an estimated $1.11M.
Kinder Morgan made up 0.25% of CrestPoint Capital Management's portfolio in Q4 2017, its #130 holding.
CrestPoint Capital Management first reported a position in Kinder Morgan in Q4 2013 and has held it in 10 quarters since.
CrestPoint Capital Management's Kinder Morgan position peaked at $1.66M in Q3 2017.
1,027 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.