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Lucus Advisors’s Kinder Morgan KMI Stock Holding History

Lucus Advisors’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 		$206K Buy
+13,670
New +$237K 0.36% 160
2017
Q4 		– Sell
-18,011
Closed -$345K – 223
2017
Q3 		$345K Buy
+18,011
New +$351K 0.49% 151

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

Lucus Advisors's KMI Position: Q1 2018 in Review

Lucus Advisors opened a new position in Kinder Morgan (KMI) in Q1 2018: 13,670 shares worth $206K. The stake represents 0.36% of the portfolio and ranks #160 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in KMI as recently as Q3 2017.

Lucus Advisors first reported a position in KMI in Q3 2017 and has held it in 2 quarters since. The position peaked at $345K in Q3 2017. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Lucus Advisors held 13,670 shares of Kinder Morgan worth $206K as of Q1 2018.
  • Kinder Morgan was a new Lucus Advisors position in Q1 2018.
  • Kinder Morgan made up 0.36% of Lucus Advisors's portfolio in Q1 2018, its #160 holding.
  • Lucus Advisors first reported a position in Kinder Morgan in Q3 2017 and has held it in 2 quarters since.
  • Lucus Advisors's Kinder Morgan position peaked at $345K in Q3 2017.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.