Elm Advisors’s Kinder Morgan KMI Stock Holding History

Elm 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
2018 Q4	–	Sell	-1,113	Closed	-$20K	–	184
2018 Q3	$20K	Buy	+1,113	New	+$19.9K	0.01%	221

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

CBOA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elm Advisors's KMI Position: Q4 2018 in Review

Elm Advisors sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 1,113 shares — an estimated $20K sold.

Elm Advisors first reported a position in KMI in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

Elm Advisors reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 1,113 Kinder Morgan shares in Q4 2018, an estimated $20K.
Elm Advisors first reported a position in Kinder Morgan in Q3 2018 and held it in 1 quarter.
Elm Advisors's Kinder Morgan position peaked at $20K in Q3 2018.
1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.