LWCA
KMI icon

Locust Wood Capital Advisers’s Kinder Morgan KMI Stock Holding History

Locust Wood Capital Advisers’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
2014
Q1 		– Sell
-272,069
Closed -$9.79M – 47
2013
Q4 		$9.79M Sell
272,069
-734,340
-73% -$25.7M 1.73% 22
2013
Q3 		$35.8M Buy
1,006,409
+405,140
+67% +$15.2M 7.28% 1
2013
Q2 		$22.9M Buy
+601,269
New +$23.3M 4.85% 4

Other funds holding KMI

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 $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Locust Wood Capital Advisers's KMI Position: Q1 2014 in Review

Locust Wood Capital Advisers sold out of Kinder Morgan (KMI) in Q1 2014, closing a stake of 272,069 shares — an estimated $9.79M sold.

Locust Wood Capital Advisers first reported a position in KMI in Q2 2013 and held it in 3 quarters. The position peaked at $35.8M in Q3 2013. 697 funds tracked by Wall St. Rank hold KMI as of Q1 2014.

  • Locust Wood Capital Advisers reported no remaining Kinder Morgan position as of Q1 2014 after selling out during the quarter.
  • Locust Wood Capital Advisers sold 272,069 Kinder Morgan shares in Q1 2014, an estimated $9.79M.
  • Locust Wood Capital Advisers first reported a position in Kinder Morgan in Q2 2013 and held it in 3 quarters.
  • Locust Wood Capital Advisers's Kinder Morgan position peaked at $35.8M in Q3 2013.
  • 697 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2014.

Based on Locust Wood Capital Advisers's 13F filing for Q1 2014, filed 7 May 2014.