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Lehman Financial Resources’s Kinder Morgan KMI Stock Holding History

Lehman Financial Resources’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
Q1 		– Sell
-19,742
Closed -$408K – 64
2016
Q4 		$408K Hold
19,742
– – 0.23% 42
2016
Q3 		$456K Buy
19,742
+800
+4% +$16.9K 0.26% 42
2016
Q2 		$354K Buy
18,942
+385
+2% +$6.86K 0.18% 43
2016
Q1 		$331K Sell
18,557
-285
-2% -$4.66K 0.18% 48
2015
Q4 		$281K Buy
18,842
+400
+2% +$9.53K 0.15% 49
2015
Q3 		$510K Sell
18,442
-438
-2% -$14.5K 0.26% 40
2015
Q2 		$724K Hold
18,880
– – 0.35% 37
2015
Q1 		$794K Hold
18,880
– – 0.36% 38
2014
Q4 		$799K Buy
+18,880
New +$744K 0.39% 40

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman Financial Resources's KMI Position: Q1 2017 in Review

Lehman Financial Resources sold out of Kinder Morgan (KMI) in Q1 2017, closing a stake of 19,742 shares — an estimated $408K sold.

Lehman Financial Resources first reported a position in KMI in Q4 2014 and held it in 9 quarters. The position peaked at $799K in Q4 2014. 1,040 funds tracked by Wall St. Rank hold KMI as of Q1 2017.

  • Lehman Financial Resources reported no remaining Kinder Morgan position as of Q1 2017 after selling out during the quarter.
  • Lehman Financial Resources sold 19,742 Kinder Morgan shares in Q1 2017, an estimated $408K.
  • Lehman Financial Resources first reported a position in Kinder Morgan in Q4 2014 and held it in 9 quarters.
  • Lehman Financial Resources's Kinder Morgan position peaked at $799K in Q4 2014.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2017.

Based on Lehman Financial Resources's 13F filing for Q1 2017, filed 15 May 2017.