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Grassi Investment Management’s Kinder Morgan KMI Stock Holding History

Grassi Investment 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
2018
Q1 		– Sell
-246,968
Closed -$4.46M – 122
2017
Q4 		$4.46M Buy
246,968
+37,109
+18% +$666K 0.72% 56
2017
Q3 		$4.03M Buy
209,859
+41,508
+25% +$809K 0.68% 56
2017
Q2 		$3.23M Buy
168,351
+9,688
+6% +$193K 0.57% 60
2017
Q1 		$3.45M Buy
158,663
+10,106
+7% +$221K 0.6% 62
2016
Q4 		$3.08M Buy
148,557
+116,647
+366% +$2.47M 0.56% 63
2016
Q3 		$738K Buy
31,910
+5,807
+22% +$123K 0.14% 91
2016
Q2 		$489K Buy
26,103
+8
+0% +$143 0.09% 105
2016
Q1 		$466K Sell
26,095
-1,891
-7% -$30.9K 0.09% 106
2015
Q4 		$418K Sell
27,986
-19,675
-41% -$469K 0.09% 117
2015
Q3 		$1.32M Buy
47,661
+9,385
+25% +$311K 0.28% 80
2015
Q2 		$1.47M Buy
38,276
+1,525
+4% +$63.7K 0.28% 89
2015
Q1 		$1.55M Buy
36,751
+23,896
+186% +$989K 0.29% 87
2014
Q4 		$544K Buy
+12,855
New +$506K 0.1% 114
2014
Q3 		– Sell
-6,900
Closed -$250K – 141
2014
Q2 		$250K Buy
+6,900
New +$233K 0.05% 131
2014
Q1 		– Sell
-38,534
Closed -$1.39M – 137
2013
Q4 		$1.39M Buy
38,534
+5,909
+18% +$207K 0.33% 79
2013
Q3 		$1.16M Buy
32,625
+11,475
+54% +$430K 0.31% 77
2013
Q2 		$807K Buy
+21,150
New +$821K 0.22% 90

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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grassi Investment Management's KMI Position: Q1 2018 in Review

Grassi Investment Management sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 246,968 shares — an estimated $4.46M sold.

Grassi Investment Management first reported a position in KMI in Q2 2013 and held it in 17 quarters. The position peaked at $4.46M in Q4 2017. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Grassi Investment Management reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • Grassi Investment Management sold 246,968 Kinder Morgan shares in Q1 2018, an estimated $4.46M.
  • Grassi Investment Management first reported a position in Kinder Morgan in Q2 2013 and held it in 17 quarters.
  • Grassi Investment Management's Kinder Morgan position peaked at $4.46M in Q4 2017.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Grassi Investment Management's 13F filing for Q1 2018, filed 10 Apr 2018.