Flaherty & Crumrine’s Kinder Morgan KMI Stock Holding History

Flaherty & Crumrine’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 Q3	–	Sell	-792,300	Closed	-$14M	–	5
2018 Q2	$14M	Hold	792,300	–	–	37.29%	1
2018 Q1	$11.9M	Hold	792,300	–	–	30.04%	1
2017 Q4	$14.3M	Hold	792,300	–	–	39.77%	1
2017 Q3	$15.2M	Hold	792,300	–	–	40.55%	1
2017 Q2	$15.2M	Hold	792,300	–	–	11.41%	5
2017 Q1	$17.2M	Hold	792,300	–	–	14.11%	4
2016 Q4	$16.4M	Hold	792,300	–	–	14.26%	3
2016 Q3	$18.3M	Hold	792,300	–	–	24.62%	2
2016 Q2	$14.8M	Buy	792,300 +702,300	+780%	+$12.5M	13.43%	5
2016 Q1	$1.61M	Buy	+90,000	New	+$1.47M	1.56%	9

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CBOA

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

Flaherty & Crumrine's KMI Position: Q3 2018 in Review

Flaherty & Crumrine sold out of Kinder Morgan (KMI) in Q3 2018, closing a stake of 792,300 shares — an estimated $14M sold.

Flaherty & Crumrine first reported a position in KMI in Q1 2016 and held it in 10 quarters. The position peaked at $18.3M in Q3 2016. 1,059 funds tracked by Wall St. Rank hold KMI as of Q3 2018.

Flaherty & Crumrine reported no remaining Kinder Morgan position as of Q3 2018 after selling out during the quarter.
Flaherty & Crumrine sold 792,300 Kinder Morgan shares in Q3 2018, an estimated $14M.
Flaherty & Crumrine first reported a position in Kinder Morgan in Q1 2016 and held it in 10 quarters.
Flaherty & Crumrine's Kinder Morgan position peaked at $18.3M in Q3 2016.
1,059 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2018.

Based on Flaherty & Crumrine's 13F filing for Q3 2018, filed 7 Nov 2018.