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Forte Capital’s Kinder Morgan KMI Stock Holding History

Forte Capital’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
2020
Q1 		– Sell
-10,552
Closed -$223K – 87
2019
Q4 		$223K Sell
10,552
-70
-0.7% -$1.42K 0.06% 89
2019
Q3 		$219K Sell
10,622
-150
-1% -$3.08K 0.07% 92
2019
Q2 		$225K Buy
+10,772
New +$217K 0.07% 93
2017
Q4 		– Sell
-11,521
Closed -$221K – 166
2017
Q3 		$221K Sell
11,521
-3,896
-25% -$75.9K 0.07% 154
2017
Q2 		$295K Hold
15,417
– – 0.1% 132
2017
Q1 		$335K Sell
15,417
-2,775
-15% -$60.6K 0.11% 128
2016
Q4 		$376K Sell
18,192
-16,350
-47% -$346K 0.14% 111
2016
Q3 		$799K Sell
34,542
-7,138
-17% -$151K 0.3% 76
2016
Q2 		$780K Buy
41,680
+600
+1% +$10.7K 0.3% 72
2016
Q1 		$734K Buy
41,080
+16,057
+64% +$263K 0.32% 65
2015
Q4 		$373K Sell
25,023
-6,119
-20% -$146K 0.15% 114
2015
Q3 		$862K Sell
31,142
-3,365
-10% -$111K 0.39% 61
2015
Q2 		$1.32M Buy
34,507
+3,027
+10% +$126K 0.56% 47
2015
Q1 		$1.32M Buy
31,480
+1,050
+3% +$43.5K 0.57% 48
2014
Q4 		$1.29M Buy
30,430
+5,775
+23% +$227K 0.56% 48
2014
Q3 		$945K Buy
+24,655
New +$937K 0.44% 55

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forte Capital's KMI Position: Q1 2020 in Review

Forte Capital sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 10,552 shares — an estimated $223K sold.

Forte Capital first reported a position in KMI in Q3 2014 and held it in 16 quarters. The position peaked at $1.32M in Q2 2015. 1,127 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Forte Capital reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Forte Capital sold 10,552 Kinder Morgan shares in Q1 2020, an estimated $223K.
  • Forte Capital first reported a position in Kinder Morgan in Q3 2014 and held it in 16 quarters.
  • Forte Capital's Kinder Morgan position peaked at $1.32M in Q2 2015.
  • 1,127 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Forte Capital's 13F filing for Q1 2020, filed 8 Apr 2020.