LGL Partners’s Kinder Morgan KMI Stock Holding History

LGL Partners’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 Q3	–	Sell	-10,969	Closed	-$210K	–	71
2017 Q2	$210K	Hold	10,969	–	–	0.11%	87
2017 Q1	$238K	Hold	10,969	–	–	0.12%	81
2016 Q4	$227K	Hold	10,969	–	–	0.12%	87
2016 Q3	$252K	Hold	10,969	–	–	0.13%	82
2016 Q2	$202K	Hold	10,969	–	–	0.11%	95
2016 Q1	$196K	Buy	+10,969	New	+$179K	0.1%	96

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LGL Partners's KMI Position: Q3 2017 in Review

LGL Partners sold out of Kinder Morgan (KMI) in Q3 2017, closing a stake of 10,969 shares — an estimated $210K sold.

LGL Partners first reported a position in KMI in Q1 2016 and held it in 6 quarters. The position peaked at $252K in Q3 2016. 976 funds tracked by Wall St. Rank hold KMI as of Q3 2017.

LGL Partners reported no remaining Kinder Morgan position as of Q3 2017 after selling out during the quarter.
LGL Partners sold 10,969 Kinder Morgan shares in Q3 2017, an estimated $210K.
LGL Partners first reported a position in Kinder Morgan in Q1 2016 and held it in 6 quarters.
LGL Partners's Kinder Morgan position peaked at $252K in Q3 2016.
976 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2017.

Based on LGL Partners's 13F filing for Q3 2017, filed 14 Nov 2017.