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Gen IV Investment Opportunities’s Kinder Morgan KMI Stock Holding History

Gen IV Investment Opportunities’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
2017
Q3 		$38.9M Hold
2,030,000
– – 14.49% 1
2017
Q2 		$38.9M Buy
2,030,000
+926,700
+84% +$18.4M 13.72% 2
2017
Q1 		$24M Buy
1,103,300
+225,000
+26% +$4.92M 12.43% 5
2016
Q4 		$18.2M Buy
+878,300
New +$18.6M 9.45% 5

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gen IV Investment Opportunities's KMI Position: Q3 2017 in Review

Gen IV Investment Opportunities held its Kinder Morgan (KMI) position steady in Q3 2017 at 2,030,000 shares worth $38.9M. The position accounts for 14.49% of the portfolio, ranked #1.

Gen IV Investment Opportunities first reported a position in KMI in Q4 2016 and has held it in 4 quarters since. 976 funds tracked by Wall St. Rank hold KMI as of Q3 2017.

  • Gen IV Investment Opportunities held 2,030,000 shares of Kinder Morgan worth $38.9M as of Q3 2017.
  • Gen IV Investment Opportunities left its Kinder Morgan share count unchanged in Q3 2017.
  • Kinder Morgan made up 14.49% of Gen IV Investment Opportunities's portfolio in Q3 2017, its #1 holding.
  • Gen IV Investment Opportunities first reported a position in Kinder Morgan in Q4 2016 and has held it in 4 quarters since.
  • 976 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2017.

Based on Gen IV Investment Opportunities's 13F filing for Q3 2017, filed 14 Nov 2017.