Elkfork Partners’s Kinder Morgan KMI Stock Holding History

Elkfork Partners’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	$10.6M	Sell	514,284 -372,810	-42%	-$7.65M	0.26%	78
2019 Q2	$18.5M	Sell	887,094 -93,670	-10%	-$1.89M	0.45%	54
2019 Q1	$19.6M	Sell	980,764 -219,946	-18%	-$4.11M	0.49%	50
2018 Q4	$18.5M	Buy	1,200,710 +9,384	+0.8%	+$159K	0.52%	46
2018 Q3	$21.1M	Sell	1,191,326 -97,750	-8%	-$1.75M	0.5%	48
2018 Q2	$22.8M	Sell	1,289,076 -47,124	-4%	-$771K	0.59%	35
2018 Q1	$20.1M	Sell	1,336,200 -38,148	-3%	-$661K	0.54%	44
2017 Q4	$24.8M	Sell	1,374,348 -37,026	-3%	-$664K	0.67%	34
2017 Q3	$27.1M	Sell	1,411,374 -27,846	-2%	-$542K	0.79%	31
2017 Q2	$27.6M	Buy	1,439,220 +113,492	+9%	+$2.26M	0.83%	28
2017 Q1	$28.8M	Sell	1,325,728 -51,782	-4%	-$1.13M	0.88%	25
2016 Q4	$28.5M	Buy	+1,377,510	New	+$29.1M	0.94%	25

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Elkfork Partners's KMI Position: Q3 2019 in Review

Elkfork Partners reduced its Kinder Morgan (KMI) stake by 42% in Q3 2019, selling an estimated $7.65M and leaving 514,284 shares worth $10.6M. The position accounts for 0.26% of the portfolio, ranked #78.

Elkfork Partners first reported a position in KMI in Q4 2016 and has held it in 12 quarters since. The position peaked at $28.8M in Q1 2017. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

Elkfork Partners held 514,284 shares of Kinder Morgan worth $10.6M as of Q3 2019.
Elkfork Partners sold 372,810 Kinder Morgan shares in Q3 2019, an estimated $7.65M.
Kinder Morgan made up 0.26% of Elkfork Partners's portfolio in Q3 2019, its #78 holding.
Elkfork Partners first reported a position in Kinder Morgan in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's Kinder Morgan position peaked at $28.8M in Q1 2017.
1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.