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Lourd Capital’s Kinder Morgan KMI Stock Holding History

Lourd Capital’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
-38,972
Closed -$1.08M – 114
2015
Q3 		$1.08M Sell
38,972
-1,913
-5% -$63.3K 0.12% 34
2015
Q2 		$1.57M Sell
40,885
-1,237
-3% -$51.6K 0.16% 29
2015
Q1 		$1.77M Buy
42,122
+444
+1% +$18.4K 0.17% 28
2014
Q4 		$1.76M Buy
41,678
+8,221
+25% +$324K 0.17% 28
2014
Q3 		$1.28M Buy
33,457
+489
+1% +$18.6K 0.13% 34
2014
Q2 		$1.2M Buy
32,968
+691
+2% +$23.3K 0.13% 36
2014
Q1 		$1.05M Hold
32,277
– – 0.11% 38
2013
Q4 		$1.16M Buy
+32,277
New +$1.13M 0.13% 36

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

Lourd Capital's KMI Position: Q4 2015 in Review

Lourd Capital sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 38,972 shares — an estimated $1.08M sold.

Lourd Capital first reported a position in KMI in Q4 2013 and held it in 8 quarters. The position peaked at $1.77M in Q1 2015. 1,040 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • Lourd Capital reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • Lourd Capital sold 38,972 Kinder Morgan shares in Q4 2015, an estimated $1.08M.
  • Lourd Capital first reported a position in Kinder Morgan in Q4 2013 and held it in 8 quarters.
  • Lourd Capital's Kinder Morgan position peaked at $1.77M in Q1 2015.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Lourd Capital's 13F filing for Q4 2015, filed 2 Feb 2016.