Geneva Advisors’s Kinder Morgan KMI Stock Holding History

Geneva Advisors’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 Q2	$380K	Sell	19,812 -4,394	-18%	-$87.4K	0.01%	560
2017 Q1	$526K	Sell	24,206 -6,465	-21%	-$141K	0.01%	492
2016 Q4	$635K	Buy	30,671 +655	+2%	+$13.8K	0.01%	440
2016 Q3	$694K	Buy	30,016 +884	+3%	+$18.7K	0.01%	405
2016 Q2	$545K	Sell	29,132 -19,368	-40%	-$345K	0.01%	426
2016 Q1	$866K	Sell	48,500 -438	-0.9%	-$7.17K	0.02%	330
2015 Q4	$730K	Sell	48,938 -32,327	-40%	-$770K	0.01%	353
2015 Q3	$2.25M	Sell	81,265 -9,552	-11%	-$316K	0.05%	175
2015 Q2	$3.49M	Buy	90,817 +1,838	+2%	+$76.7K	0.06%	152
2015 Q1	$3.74M	Sell	88,979 -1,931	-2%	-$80K	0.07%	153
2014 Q4	$3.85M	Buy	+90,910	New	+$3.58M	0.07%	144

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geneva Advisors's KMI Position: Q2 2017 in Review

Geneva Advisors reduced its Kinder Morgan (KMI) stake by 18% in Q2 2017, selling an estimated $87.4K and leaving 19,812 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #560.

Geneva Advisors first reported a position in KMI in Q4 2014 and has held it in 11 quarters since. The position peaked at $3.85M in Q4 2014. 1,004 funds tracked by Wall St. Rank hold KMI as of Q2 2017.

Geneva Advisors held 19,812 shares of Kinder Morgan worth $380K as of Q2 2017.
Geneva Advisors sold 4,394 Kinder Morgan shares in Q2 2017, an estimated $87.4K.
Kinder Morgan made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #560 holding.
Geneva Advisors first reported a position in Kinder Morgan in Q4 2014 and has held it in 11 quarters since.
Geneva Advisors's Kinder Morgan position peaked at $3.85M in Q4 2014.
1,004 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.