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Lucas Capital Management’s Kinder Morgan KMI Stock Holding History

Lucas Capital Management’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
2018
Q1 		– Sell
-13,115
Closed -$237K – 103
2017
Q4 		$237K Sell
13,115
-500
-4% -$8.97K 0.21% 92
2017
Q3 		$261K Sell
13,615
-2,625
-16% -$51.1K 0.23% 83
2017
Q2 		$311K Buy
+16,240
New +$323K 0.23% 86
2017
Q1 		– Sell
-16,090
Closed -$333K – 117
2016
Q4 		$333K Sell
16,090
-219
-1% -$4.63K 0.24% 82
2016
Q3 		$377K Hold
16,309
– – 0.29% 69
2016
Q2 		$305K Sell
16,309
-4,538
-22% -$80.9K 0.22% 80
2016
Q1 		$372K Sell
20,847
-3,408
-14% -$55.8K 0.27% 76
2015
Q4 		$362K Buy
24,255
+4,321
+22% +$103K 0.23% 83
2015
Q3 		$552K Buy
19,934
+17
+0.1% +$563 0.32% 71
2015
Q2 		$765K Sell
19,917
-1,339
-6% -$55.9K 0.34% 71
2015
Q1 		$894K Sell
21,256
-383
-2% -$15.9K 0.36% 72
2014
Q4 		$916K Buy
21,639
+4,115
+23% +$162K 0.34% 69
2014
Q3 		$672K Sell
17,524
-739
-4% -$28.1K 0.21% 79
2014
Q2 		$662K Buy
18,263
+1,013
+6% +$34.2K 0.21% 82
2014
Q1 		$560K Buy
+17,250
New +$578K 0.18% 82

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
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

Lucas Capital Management's KMI Position: Q1 2018 in Review

Lucas Capital Management sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 13,115 shares — an estimated $237K sold.

Lucas Capital Management first reported a position in KMI in Q1 2014 and held it in 15 quarters. The position peaked at $916K in Q4 2014. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Lucas Capital Management reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • Lucas Capital Management sold 13,115 Kinder Morgan shares in Q1 2018, an estimated $237K.
  • Lucas Capital Management first reported a position in Kinder Morgan in Q1 2014 and held it in 15 quarters.
  • Lucas Capital Management's Kinder Morgan position peaked at $916K in Q4 2014.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Lucas Capital Management's 13F filing for Q1 2018, filed 10 Apr 2018.