IP
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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

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BlackRock
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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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return