Kanaly Trust’s Kinder Morgan KMI Stock Holding History

Kanaly Trust’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
2016 Q4	$165K	Sell	7,944 -230	-3%	-$4.86K	0.04%	162
2016 Q3	$189K	Hold	8,174	–	–	0.04%	152
2016 Q2	$153K	Buy	8,174 +332	+4%	+$5.92K	0.03%	172
2016 Q1	$140K	Buy	7,842 +1,004	+15%	+$16.4K	0.03%	175
2015 Q4	$102K	Sell	6,838 -35,265	-84%	-$840K	0.02%	207
2015 Q3	$1.17M	Buy	42,103 +16,263	+63%	+$539K	0.26%	52
2015 Q2	$992K	Sell	25,840 -509	-2%	-$21.3K	0.2%	59
2015 Q1	$1.11M	Sell	26,349 -58,607	-69%	-$2.43M	0.22%	63
2014 Q4	$3.59M	Buy	84,956 +14,099	+20%	+$555K	0.72%	13
2014 Q3	$2.72M	Buy	70,857 +11,672	+20%	+$444K	0.53%	19
2014 Q2	$2.15M	Buy	59,185 +598	+1%	+$20.2K	0.39%	31
2014 Q1	$1.9M	Buy	58,587 +133	+0.2%	+$4.46K	0.37%	33
2013 Q4	$2.1M	Hold	58,454	–	–	0.42%	26
2013 Q3	$2.08M	Hold	58,454	–	–	0.6%	19
2013 Q2	$2.23M	Buy	+58,454	New	+$2.27M	0.68%	18

Other funds holding KMI

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

Kanaly Trust's KMI Position: Q4 2016 in Review

Kanaly Trust reduced its Kinder Morgan (KMI) stake by 2.8% in Q4 2016, selling an estimated $4.86K and leaving 7,944 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #162.

Kanaly Trust first reported a position in KMI in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.59M in Q4 2014. 1,060 funds tracked by Wall St. Rank hold KMI as of Q4 2016.

Kanaly Trust held 7,944 shares of Kinder Morgan worth $165K as of Q4 2016.
Kanaly Trust sold 230 Kinder Morgan shares in Q4 2016, an estimated $4.86K.
Kinder Morgan made up 0.04% of Kanaly Trust's portfolio in Q4 2016, its #162 holding.
Kanaly Trust first reported a position in Kinder Morgan in Q2 2013 and has held it in 15 quarters since.
Kanaly Trust's Kinder Morgan position peaked at $3.59M in Q4 2014.
1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.