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Ken Stern & Associates’s Kinder Morgan KMI Stock Holding History

Ken Stern & Associates’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
-10,658
Closed -$295K – 81
2015
Q3 		$295K Sell
10,658
-2,366
-18% -$78.3K 0.23% 55
2015
Q2 		$500K Sell
13,024
-16,966
-57% -$708K 0.36% 35
2015
Q1 		$1.72M Buy
29,990
+14,211
+90% +$588K 1.29% 18
2014
Q4 		$668K Buy
+15,779
New +$621K 0.52% 46

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

Ken Stern & Associates's KMI Position: Q4 2015 in Review

Ken Stern & Associates sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 10,658 shares — an estimated $295K sold.

Ken Stern & Associates first reported a position in KMI in Q4 2014 and held it in 4 quarters. The position peaked at $1.72M in Q1 2015. 1,040 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • Ken Stern & Associates reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • Ken Stern & Associates sold 10,658 Kinder Morgan shares in Q4 2015, an estimated $295K.
  • Ken Stern & Associates first reported a position in Kinder Morgan in Q4 2014 and held it in 4 quarters.
  • Ken Stern & Associates's Kinder Morgan position peaked at $1.72M in Q1 2015.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Ken Stern & Associates's 13F filing for Q4 2015, filed 27 Jan 2016.