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Global Endowment Management’s Kinder Morgan KMI Stock Holding History

Global Endowment 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
2019
Q3 		– Sell
-23,260
Closed -$485K – 132
2019
Q2 		$485K Sell
23,260
-28,670
-55% -$578K 0.05% 99
2019
Q1 		$1.04M Buy
+51,930
New +$969K 0.15% 90
2018
Q4 		– Sell
-26,610
Closed -$472K – 201
2018
Q3 		$472K Buy
26,610
+3,000
+13% +$53.6K 0.06% 154
2018
Q2 		$417K Buy
23,610
+1,810
+8% +$29.6K 0.05% 168
2018
Q1 		$329K Buy
+21,800
New +$378K 0.05% 185
2017
Q2 		– Sell
-56,350
Closed -$1.23M – 257
2017
Q1 		$1.23M Buy
56,350
+6,000
+12% +$131K 0.18% 95
2016
Q4 		$1.04M Buy
50,350
+20,200
+67% +$427K 0.16% 100
2016
Q3 		$697K Hold
30,150
– – 0.12% 110
2016
Q2 		$565K Buy
30,150
+6,810
+29% +$121K 0.12% 97
2016
Q1 		$417K Sell
23,340
-167,480
-88% -$2.74M 0.09% 133
2015
Q4 		$2.85M Hold
190,820
– – 0.52% 30
2015
Q3 		$5.28M Buy
190,820
+63,730
+50% +$2.11M 0.78% 28
2015
Q2 		$4.88M Buy
127,090
+62,800
+98% +$2.62M 0.68% 31
2015
Q1 		$2.7M Buy
64,290
+15,690
+32% +$650K 0.42% 80
2014
Q4 		$2.06M Buy
48,600
+21,200
+77% +$835K 0.34% 99
2014
Q3 		$1.05M Buy
+27,400
New +$1.04M 0.16% 141
2013
Q4 		– Sell
-28,453
Closed -$1.01M – 228
2013
Q3 		$1.01M Sell
28,453
-31,020
-52% -$1.16M 0.25% 110
2013
Q2 		$2.27M Buy
+59,473
New +$2.31M 0.63% 46

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Global Endowment Management's KMI Position: Q3 2019 in Review

Global Endowment Management sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 23,260 shares — an estimated $485K sold.

Global Endowment Management first reported a position in KMI in Q2 2013 and held it in 18 quarters. The position peaked at $5.28M in Q3 2015. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Global Endowment Management reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
  • Global Endowment Management sold 23,260 Kinder Morgan shares in Q3 2019, an estimated $485K.
  • Global Endowment Management first reported a position in Kinder Morgan in Q2 2013 and held it in 18 quarters.
  • Global Endowment Management's Kinder Morgan position peaked at $5.28M in Q3 2015.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Global Endowment Management's 13F filing for Q3 2019, filed 13 Nov 2019.