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Herndon Capital Management’s Kinder Morgan KMI Stock Holding History

Herndon Capital 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
2016
Q4 		– Sell
-169
Closed -$4K – 395
2016
Q3 		$4K Hold
169
– – ﹤0.01% 279
2016
Q2 		$3K Buy
+169
New +$3.01K ﹤0.01% 328

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Herndon Capital Management's KMI Position: Q4 2016 in Review

Herndon Capital Management sold out of Kinder Morgan (KMI) in Q4 2016, closing a stake of 169 shares — an estimated $4K sold.

Herndon Capital Management first reported a position in KMI in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 1,060 funds tracked by Wall St. Rank hold KMI as of Q4 2016.

  • Herndon Capital Management reported no remaining Kinder Morgan position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 169 Kinder Morgan shares in Q4 2016, an estimated $4K.
  • Herndon Capital Management first reported a position in Kinder Morgan in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Kinder Morgan position peaked at $4K in Q3 2016.
  • 1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.