Gerstein Fisher’s Kinder Morgan KMI Stock Holding History

Gerstein Fisher’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
2016 Q3	$292K	Sell	12,611 -1,501	-11%	-$31.8K	0.04%	332
2016 Q2	$264K	Buy	14,112 +2,423	+21%	+$43.2K	0.03%	329
2016 Q1	$209K	Sell	11,689 -1,437	-11%	-$23.5K	0.03%	365
2015 Q4	$196K	Sell	13,126 -3,542	-21%	-$84.4K	0.03%	389
2015 Q3	$461K	Sell	16,668 -4,467	-21%	-$148K	0.07%	240
2015 Q2	$811K	Buy	21,135 +1,939	+10%	+$81K	0.13%	161
2015 Q1	$807K	Sell	19,196 -635	-3%	-$26.3K	0.13%	151
2014 Q4	$839K	Buy	+19,831	New	+$781K	0.14%	148
2014 Q1	–	Sell	-20,782	Closed	-$748K	–	388
2013 Q4	$748K	Buy	20,782 +13,637	+191%	+$478K	0.03%	328
2013 Q3	$254K	Buy	7,145 +282	+4%	+$10.6K	0.06%	295
2013 Q2	$262K	Buy	+6,863	New	+$266K	0.06%	250

Other funds holding KMI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gerstein Fisher's KMI Position: Q3 2016 in Review

Gerstein Fisher reduced its Kinder Morgan (KMI) stake by 11% in Q3 2016, selling an estimated $31.8K and leaving 12,611 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #332.

Gerstein Fisher first reported a position in KMI in Q2 2013 and has held it in 11 quarters since. The position peaked at $839K in Q4 2014. 1,034 funds tracked by Wall St. Rank hold KMI as of Q3 2016.

Gerstein Fisher held 12,611 shares of Kinder Morgan worth $292K as of Q3 2016.
Gerstein Fisher sold 1,501 Kinder Morgan shares in Q3 2016, an estimated $31.8K.
Kinder Morgan made up 0.04% of Gerstein Fisher's portfolio in Q3 2016, its #332 holding.
Gerstein Fisher first reported a position in Kinder Morgan in Q2 2013 and has held it in 11 quarters since.
Gerstein Fisher's Kinder Morgan position peaked at $839K in Q4 2014.
1,034 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.