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Intellectus Partners’s Kinder Morgan KMI Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-3,220
Closed -$64K – 305
2019
Q1 		$64K Buy
3,220
+525
+19% +$9.8K 0.03% 242
2018
Q4 		$41K Sell
2,695
-976
-27% -$16.5K 0.03% 158
2018
Q3 		$65K Sell
3,671
-477
-11% -$8.53K 0.02% 322
2018
Q2 		$73K Sell
4,148
-2,732
-40% -$44.7K 0.03% 299
2018
Q1 		$104K Sell
6,880
-3,978
-37% -$68.9K 0.04% 280
2017
Q4 		$196K Sell
10,858
-12,837
-54% -$230K 0.07% 220
2017
Q3 		$454K Sell
23,695
-1,296
-5% -$25.2K 0.19% 131
2017
Q2 		$479K Sell
24,991
-2,859
-10% -$56.8K 0.22% 113
2017
Q1 		$605K Buy
27,850
+11,747
+73% +$257K 0.31% 88
2016
Q4 		$333K Buy
+16,103
New +$340K 0.17% 132

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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intellectus Partners's KMI Position: Q2 2019 in Review

Intellectus Partners sold out of Kinder Morgan (KMI) in Q2 2019, closing a stake of 3,220 shares — an estimated $64K sold.

Intellectus Partners first reported a position in KMI in Q4 2016 and held it in 10 quarters. The position peaked at $605K in Q1 2017. 1,121 funds tracked by Wall St. Rank hold KMI as of Q2 2019.

  • Intellectus Partners reported no remaining Kinder Morgan position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 3,220 Kinder Morgan shares in Q2 2019, an estimated $64K.
  • Intellectus Partners first reported a position in Kinder Morgan in Q4 2016 and held it in 10 quarters.
  • Intellectus Partners's Kinder Morgan position peaked at $605K in Q1 2017.
  • 1,121 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.