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Kaizen Advisory’s Kinder Morgan KMI Stock Holding History

Kaizen Advisory’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
2018
Q4 		$79K Buy
5,163
+762
+17% +$12.9K 0.05% 255
2018
Q3 		$78K Hold
4,401
– – 0.04% 265
2018
Q2 		$78K Buy
4,401
+2,580
+142% +$42.2K 0.04% 266
2018
Q1 		$27K Hold
1,821
– – 0.03% 282
2017
Q4 		$33K Buy
+1,821
New +$32.7K 0.02% 249

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's KMI Position: Q4 2018 in Review

Kaizen Advisory increased its Kinder Morgan (KMI) stake by 17% in Q4 2018, buying an estimated $12.9K and bringing the position to 5,163 shares worth $79K. The position accounts for 0.05% of the portfolio, ranked #255.

Kaizen Advisory first reported a position in KMI in Q4 2017 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Kaizen Advisory held 5,163 shares of Kinder Morgan worth $79K as of Q4 2018.
  • Kaizen Advisory bought 762 Kinder Morgan shares in Q4 2018, an estimated $12.9K.
  • Kinder Morgan made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #255 holding.
  • Kaizen Advisory first reported a position in Kinder Morgan in Q4 2017 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.