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Family Management’s Kinder Morgan KMI Stock Holding History

Family 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
2016
Q1 		– Sell
-92,425
Closed -$1.38M – 79
2015
Q4 		$1.38M Sell
92,425
-20,407
-18% -$486K 0.71% 40
2015
Q3 		$3.12M Buy
112,832
+27,275
+32% +$903K 1.38% 25
2015
Q2 		$3.29M Buy
85,557
+12,632
+17% +$527K 1.35% 29
2015
Q1 		$3.07M Sell
72,925
-1,950
-3% -$80.7K 1.41% 32
2014
Q4 		$3.17M Buy
74,875
+46,200
+161% +$1.82M 1.44% 29
2014
Q3 		$1.1M Buy
+28,675
New +$1.09M 0.5% 50
2013
Q3 		– Sell
-64,500
Closed -$2.46M – 69
2013
Q2 		$2.46M Buy
+64,500
New +$2.5M 1.5% 28

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Family Management's KMI Position: Q1 2016 in Review

Family Management sold out of Kinder Morgan (KMI) in Q1 2016, closing a stake of 92,425 shares — an estimated $1.38M sold.

Family Management first reported a position in KMI in Q2 2013 and held it in 7 quarters. The position peaked at $3.29M in Q2 2015. 1,031 funds tracked by Wall St. Rank hold KMI as of Q1 2016.

  • Family Management reported no remaining Kinder Morgan position as of Q1 2016 after selling out during the quarter.
  • Family Management sold 92,425 Kinder Morgan shares in Q1 2016, an estimated $1.38M.
  • Family Management first reported a position in Kinder Morgan in Q2 2013 and held it in 7 quarters.
  • Family Management's Kinder Morgan position peaked at $3.29M in Q2 2015.
  • 1,031 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2016.

Based on Family Management's 13F filing for Q1 2016, filed 16 May 2016.