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J.W. Burns & Co’s Kinder Morgan KMI Stock Holding History

J.W. Burns & Co’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
2015
Q4 		– Sell
-12,496
Closed -$346K – 149
2015
Q3 		$346K Sell
12,496
-38,562
-76% -$1.28M 0.12% 121
2015
Q2 		$1.96M Sell
51,058
-610
-1% -$25.5K 0.64% 50
2015
Q1 		$2.17M Sell
51,668
-248
-0.5% -$10.3K 0.71% 49
2014
Q4 		$2.2M Buy
+51,916
New +$2.04M 0.72% 47

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J.W. Burns & Co's KMI Position: Q4 2015 in Review

J.W. Burns & Co sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 12,496 shares — an estimated $346K sold.

J.W. Burns & Co first reported a position in KMI in Q4 2014 and held it in 4 quarters. The position peaked at $2.2M in Q4 2014. 1,041 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • J.W. Burns & Co reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • J.W. Burns & Co sold 12,496 Kinder Morgan shares in Q4 2015, an estimated $346K.
  • J.W. Burns & Co first reported a position in Kinder Morgan in Q4 2014 and held it in 4 quarters.
  • J.W. Burns & Co's Kinder Morgan position peaked at $2.2M in Q4 2014.
  • 1,041 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on J.W. Burns & Co's 13F filing for Q4 2015, filed 11 Jan 2016.