Kalos Management’s Kinder Morgan KMI Stock Holding History

Kalos 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
2017 Q2	–	Sell	-76,140	Closed	-$1.66M	–	120
2017 Q1	$1.66M	Buy	76,140 +9,113	+14%	+$199K	1.17%	32
2016 Q4	$1.39M	Buy	67,027 +1,710	+3%	+$36.1K	1.12%	34
2016 Q3	$1.51M	Buy	65,317 +6,105	+10%	+$129K	1.29%	24
2016 Q2	$1.11M	Buy	+59,212	New	+$1.06M	0.86%	41
2015 Q4	–	Hold	0	–	–	–	623

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kalos Management's KMI Position: Q2 2017 in Review

Kalos Management sold out of Kinder Morgan (KMI) in Q2 2017, closing a stake of 76,140 shares — an estimated $1.66M sold.

Kalos Management first reported a position in KMI in Q2 2016 and held it in 4 quarters. The position peaked at $1.66M in Q1 2017. 1,003 funds tracked by Wall St. Rank hold KMI as of Q2 2017.

Kalos Management reported no remaining Kinder Morgan position as of Q2 2017 after selling out during the quarter.
Kalos Management sold 76,140 Kinder Morgan shares in Q2 2017, an estimated $1.66M.
Kalos Management first reported a position in Kinder Morgan in Q2 2016 and held it in 4 quarters.
Kalos Management's Kinder Morgan position peaked at $1.66M in Q1 2017.
1,003 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2017.

Based on Kalos Management's 13F filing for Q2 2017, filed 15 Aug 2017.