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E&G Advisors’s Kinder Morgan KMI Stock Holding History

E&G 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
Q1 		– Sell
-10,950
Closed -$168K – 184
2018
Q4 		$168K Sell
10,950
-694
-6% -$11.7K 0.08% 183
2018
Q3 		$206K Buy
11,644
+5
+0% +$89 0.08% 200
2018
Q2 		$206K Buy
11,639
+7
+0.1% +$115 0.09% 188
2018
Q1 		$175K Buy
11,632
+103
+0.9% +$1.78K 0.08% 188
2017
Q4 		$208K Sell
11,529
-861
-7% -$15.4K 0.09% 195
2017
Q3 		$238K Sell
12,390
-1,000
-7% -$19.5K 0.11% 161
2017
Q2 		$257K Sell
13,390
-2,339
-15% -$46.5K 0.12% 141
2017
Q1 		$342K Sell
15,729
-333
-2% -$7.28K 0.18% 114
2016
Q4 		$333K Buy
16,062
+2,519
+19% +$53.2K 0.2% 94
2016
Q3 		$313K Sell
13,543
-26,121
-66% -$553K 0.18% 93
2016
Q2 		$743K Sell
39,664
-10,045
-20% -$179K 0.45% 55
2016
Q1 		$888K Sell
49,709
-10,596
-18% -$173K 0.58% 45
2015
Q4 		$900K Sell
60,305
-25,086
-29% -$598K 0.54% 46
2015
Q3 		$2.36M Buy
85,391
+409
+0.5% +$13.5K 1.5% 17
2015
Q2 		$3.26M Sell
84,982
-7,493
-8% -$313K 1.91% 12
2015
Q1 		$3.89M Buy
92,475
+2,557
+3% +$106K 2.29% 11
2014
Q4 		$3.8M Buy
89,918
+4,607
+5% +$181K 2.47% 7
2014
Q3 		$3.27M Buy
85,311
+2,468
+3% +$93.8K 2.1% 9
2014
Q2 		$3M Sell
82,843
-20,990
-20% -$709K 1.94% 9
2014
Q1 		$3.37M Buy
103,833
+8,118
+8% +$272K 2.66% 6
2013
Q4 		$3.45M Buy
+95,715
New +$3.35M 3.23% 5

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

E&G Advisors's KMI Position: Q1 2019 in Review

E&G Advisors sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 10,950 shares — an estimated $168K sold.

E&G Advisors first reported a position in KMI in Q4 2013 and held it in 21 quarters. The position peaked at $3.89M in Q1 2015. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • E&G Advisors reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • E&G Advisors sold 10,950 Kinder Morgan shares in Q1 2019, an estimated $168K.
  • E&G Advisors first reported a position in Kinder Morgan in Q4 2013 and held it in 21 quarters.
  • E&G Advisors's Kinder Morgan position peaked at $3.89M in Q1 2015.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on E&G Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.