Jupiter Investment Management’s Kinder Morgan KMI Stock Holding History

Jupiter 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
2020 Q1	–	Sell	-17,019	Closed	-$360K	–	435
2019 Q4	$360K	Buy	+17,019	New	+$344K	0.01%	379
2018 Q4	–	Sell	-64,947	Closed	-$1.15M	–	405
2018 Q3	$1.15M	Hold	64,947	–	–	0.01%	254
2018 Q2	$1.15M	Sell	64,947 -156,826	-71%	-$2.57M	0.01%	274
2018 Q1	$3.34M	Sell	221,773 -21,042	-9%	-$365K	0.03%	215
2017 Q4	$4.39M	Buy	+242,815	New	+$4.36M	0.04%	190
2017 Q3	–	Sell	-29,800	Closed	-$570K	–	417
2017 Q2	$570K	Buy	+29,800	New	+$592K	0.01%	305
2017 Q1	–	Sell	-13,300	Closed	-$275K	–	440
2016 Q4	$275K	Buy	+13,300	New	+$281K	﹤0.01%	302
2015 Q4	–	Sell	-4,500	Closed	-$124K	–	332
2015 Q3	$124K	Sell	4,500 -12,900	-74%	-$427K	﹤0.01%	302
2015 Q2	$667K	Buy	17,400 +13,000	+295%	+$543K	0.02%	207
2015 Q1	$185K	Buy	+4,400	New	+$182K	0.01%	293

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jupiter Investment Management's KMI Position: Q1 2020 in Review

Jupiter Investment Management sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 17,019 shares — an estimated $360K sold.

Jupiter Investment Management first reported a position in KMI in Q1 2015 and held it in 10 quarters. The position peaked at $4.39M in Q4 2017. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

Jupiter Investment Management reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 17,019 Kinder Morgan shares in Q1 2020, an estimated $360K.
Jupiter Investment Management first reported a position in Kinder Morgan in Q1 2015 and held it in 10 quarters.
Jupiter Investment Management's Kinder Morgan position peaked at $4.39M in Q4 2017.
1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.