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Homrich & Berg’s Kinder Morgan KMI Stock Holding History

Homrich & Berg’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
Q4 		– Sell
-74,864
Closed -$1.44M – 356
2017
Q3 		$1.44M Buy
74,864
+29,926
+67% +$583K 0.11% 84
2017
Q2 		$861K Sell
44,938
-8,460
-16% -$168K 0.08% 109
2017
Q1 		$1.16M Buy
53,398
+8,899
+20% +$194K 0.1% 83
2016
Q4 		$922K Buy
44,499
+160
+0.4% +$3.38K 0.08% 94
2016
Q3 		$1.03M Sell
44,339
-1,138
-3% -$24.1K 0.09% 80
2016
Q2 		$851K Sell
45,477
-88
-0.2% -$1.57K 0.08% 90
2016
Q1 		$814K Sell
45,565
-3,186
-7% -$52.1K 0.08% 94
2015
Q4 		$727K Sell
48,751
-9,449
-16% -$225K 0.07% 115
2015
Q3 		$1.61M Sell
58,200
-6,319
-10% -$209K 0.17% 48
2015
Q2 		$2.48M Sell
64,519
-6,222
-9% -$260K 0.24% 40
2015
Q1 		$2.98M Sell
70,741
-767
-1% -$31.8K 0.29% 34
2014
Q4 		$3.03M Buy
+71,508
New +$2.82M 0.31% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Homrich & Berg's KMI Position: Q4 2017 in Review

Homrich & Berg sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 74,864 shares — an estimated $1.44M sold.

Homrich & Berg first reported a position in KMI in Q4 2014 and held it in 12 quarters. The position peaked at $3.03M in Q4 2014. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Homrich & Berg reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Homrich & Berg sold 74,864 Kinder Morgan shares in Q4 2017, an estimated $1.44M.
  • Homrich & Berg first reported a position in Kinder Morgan in Q4 2014 and held it in 12 quarters.
  • Homrich & Berg's Kinder Morgan position peaked at $3.03M in Q4 2014.
  • 1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Homrich & Berg's 13F filing for Q4 2017, filed 9 Feb 2018.