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Ipswich Investment Management’s Kinder Morgan KMI Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-6,460
Closed -$99K – 292
2018
Q4 		$99K Buy
+6,460
New +$109K 0.04% 215
2016
Q2 		– Sell
-9,052
Closed -$154K – 242
2016
Q1 		$154K Buy
+9,052
New +$148K 0.07% 141
2015
Q4 		– Sell
-10,815
Closed -$299K – 143
2015
Q3 		$299K Hold
10,815
– – 0.14% 106
2015
Q2 		$415K Sell
10,815
-956
-8% -$39.9K 0.19% 89
2015
Q1 		$495K Buy
11,771
+822
+8% +$34K 0.22% 87
2014
Q4 		$463K Buy
+10,949
New +$431K 0.2% 87

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Ipswich Investment Management's KMI Position: Q1 2019 in Review

Ipswich Investment Management sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 6,460 shares — an estimated $99K sold.

Ipswich Investment Management first reported a position in KMI in Q4 2014 and held it in 6 quarters. The position peaked at $495K in Q1 2015. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • Ipswich Investment Management reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 6,460 Kinder Morgan shares in Q1 2019, an estimated $99K.
  • Ipswich Investment Management first reported a position in Kinder Morgan in Q4 2014 and held it in 6 quarters.
  • Ipswich Investment Management's Kinder Morgan position peaked at $495K in Q1 2015.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.