Independent Portfolio Consultants’s Kinder Morgan KMI Stock Holding History

Independent Portfolio Consultants’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 Q2	$862K	Sell	45,012 -1,363	-3%	-$27.1K	0.36%	73
2017 Q1	$1.01M	Buy	46,375 +45,262	+4,067%	+$989K	0.35%	80
2016 Q4	$23K	Sell	1,113 -952	-46%	-$20.1K	0.01%	611
2016 Q3	$48K	Sell	2,065 -605	-23%	-$12.8K	0.02%	546
2016 Q2	$50K	Sell	2,670 -10	-0.4%	-$178	0.02%	546
2016 Q1	$48K	Sell	2,680 -575	-18%	-$9.41K	0.01%	576
2015 Q4	$49K	Buy	3,255 +2,555	+365%	+$60.9K	0.01%	577
2015 Q3	$19K	Buy	700 +305	+77%	+$10.1K	﹤0.01%	672
2015 Q2	$15K	Buy	395 +340	+618%	+$14.2K	﹤0.01%	736
2015 Q1	$2K	Buy	+55	New	+$2.28K	﹤0.01%	869

Other funds holding KMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Independent Portfolio Consultants's KMI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Kinder Morgan (KMI) stake by 2.9% in Q2 2017, selling an estimated $27.1K and leaving 45,012 shares worth $862K. The position accounts for 0.36% of the portfolio, ranked #73.

Independent Portfolio Consultants first reported a position in KMI in Q1 2015 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2017. 1,004 funds tracked by Wall St. Rank hold KMI as of Q2 2017.

Independent Portfolio Consultants held 45,012 shares of Kinder Morgan worth $862K as of Q2 2017.
Independent Portfolio Consultants sold 1,363 Kinder Morgan shares in Q2 2017, an estimated $27.1K.
Kinder Morgan made up 0.36% of Independent Portfolio Consultants's portfolio in Q2 2017, its #73 holding.
Independent Portfolio Consultants first reported a position in Kinder Morgan in Q1 2015 and has held it in 10 quarters since.
Independent Portfolio Consultants's Kinder Morgan position peaked at $1.01M in Q1 2017.
1,004 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.