Daiwa SB Investments’s Kinder Morgan KMI Stock Holding History

Daiwa SB 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 Q4	–	Sell	-36,680	Closed	-$848K	–	240
2016 Q3	$848K	Sell	36,680 -14,450	-28%	-$306K	0.22%	68
2016 Q2	$957K	Sell	51,130 -31,140	-38%	-$555K	0.28%	59
2016 Q1	$1.47M	Buy	82,270 +7,225	+10%	+$118K	0.37%	52
2015 Q4	$1.12M	Buy	75,045 +829	+1%	+$19.8K	0.26%	77
2015 Q3	$2.05M	Buy	74,216 +8,080	+12%	+$268K	0.47%	50
2015 Q2	$2.54M	Buy	66,136 +16,293	+33%	+$680K	0.49%	48
2015 Q1	$2.1M	Sell	49,843 -2,195	-4%	-$90.9K	0.37%	64
2014 Q4	$2.2M	Sell	52,038 -53,902	-51%	-$2.12M	0.35%	54
2014 Q3	$4.06M	Buy	+105,940	New	+$4.03M	0.51%	45

Other funds holding KMI

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

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

BIT

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

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

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

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

BFA

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

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

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

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

Daiwa SB Investments's KMI Position: Q4 2016 in Review

Daiwa SB Investments sold out of Kinder Morgan (KMI) in Q4 2016, closing a stake of 36,680 shares — an estimated $848K sold.

Daiwa SB Investments first reported a position in KMI in Q3 2014 and held it in 9 quarters. The position peaked at $4.06M in Q3 2014. 1,060 funds tracked by Wall St. Rank hold KMI as of Q4 2016.

Daiwa SB Investments reported no remaining Kinder Morgan position as of Q4 2016 after selling out during the quarter.
Daiwa SB Investments sold 36,680 Kinder Morgan shares in Q4 2016, an estimated $848K.
Daiwa SB Investments first reported a position in Kinder Morgan in Q3 2014 and held it in 9 quarters.
Daiwa SB Investments's Kinder Morgan position peaked at $4.06M in Q3 2014.
1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2016.

Based on Daiwa SB Investments's 13F filing for Q4 2016, filed 11 Jan 2017.