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Lederer & Associates Investment Counsel’s Kinder Morgan KMI Stock Holding History

Lederer & Associates Investment Counsel’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
Q3 		$1.23M Buy
44,470
+2,435
+6% +$80.6K 1.37% 39
2015
Q2 		$1.61M Buy
42,035
+385
+0.9% +$16.1K 1.66% 31
2015
Q1 		$1.75M Buy
41,650
+810
+2% +$33.5K 1.71% 30
2014
Q4 		$1.73M Buy
+40,840
New +$1.61M 1.71% 30

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
HC
Highstar Capital New York $8.59M AUM 3.82% 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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lederer & Associates Investment Counsel's KMI Position: Q3 2015 in Review

Lederer & Associates Investment Counsel increased its Kinder Morgan (KMI) stake by 5.8% in Q3 2015, buying an estimated $80.6K and bringing the position to 44,470 shares worth $1.23M. The position accounts for 1.37% of the portfolio, ranked #39.

Lederer & Associates Investment Counsel first reported a position in KMI in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.75M in Q1 2015. 1,183 funds tracked by Wall St. Rank hold KMI as of Q3 2015.

  • Lederer & Associates Investment Counsel held 44,470 shares of Kinder Morgan worth $1.23M as of Q3 2015.
  • Lederer & Associates Investment Counsel bought 2,435 Kinder Morgan shares in Q3 2015, an estimated $80.6K.
  • Kinder Morgan made up 1.37% of Lederer & Associates Investment Counsel's portfolio in Q3 2015, its #39 holding.
  • Lederer & Associates Investment Counsel first reported a position in Kinder Morgan in Q4 2014 and has held it in 4 quarters since.
  • Lederer & Associates Investment Counsel's Kinder Morgan position peaked at $1.75M in Q1 2015.
  • 1,183 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2015.

Based on Lederer & Associates Investment Counsel's 13F filing for Q3 2015, filed 16 Oct 2015.