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Forward Management’s Kinder Morgan KMI Stock Holding History

Forward 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
2015
Q1 		– Sell
-37,280
Closed -$1.58M – 398
2014
Q4 		$1.58M Buy
37,280
+7,280
+24% +$287K 0.09% 134
2014
Q3 		$1.15M Buy
+30,000
New +$1.14M 0.07% 155
2014
Q1 		– Sell
-2,000
Closed -$72K – 370
2013
Q4 		$72K Buy
+2,000
New +$70.1K ﹤0.01% 333

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 $2.9T AUM 29.55% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forward Management's KMI Position: Q1 2015 in Review

Forward Management sold out of Kinder Morgan (KMI) in Q1 2015, closing a stake of 37,280 shares — an estimated $1.58M sold.

Forward Management first reported a position in KMI in Q4 2013 and held it in 3 quarters. The position peaked at $1.58M in Q4 2014. 1,242 funds tracked by Wall St. Rank hold KMI as of Q1 2015.

  • Forward Management reported no remaining Kinder Morgan position as of Q1 2015 after selling out during the quarter.
  • Forward Management sold 37,280 Kinder Morgan shares in Q1 2015, an estimated $1.58M.
  • Forward Management first reported a position in Kinder Morgan in Q4 2013 and held it in 3 quarters.
  • Forward Management's Kinder Morgan position peaked at $1.58M in Q4 2014.
  • 1,242 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2015.

Based on Forward Management's 13F filing for Q1 2015, filed 14 May 2015.