MI
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Montage Investments’s Kinder Morgan KMI Stock Holding History

Montage Investments’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
2016
Q3 		$5.23M Buy
226,174
+130,403
+136% +$2.76M 2.87% 3
2016
Q2 		$1.79M Buy
95,771
+13,885
+17% +$247K 1.25% 12
2016
Q1 		$1.46M Buy
+81,886
New +$1.34M 1.04% 19

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Montage Investments's KMI Position: Q3 2016 in Review

Montage Investments increased its Kinder Morgan (KMI) stake by 136% in Q3 2016, buying an estimated $2.76M and bringing the position to 226,174 shares worth $5.23M. The position accounts for 2.87% of the portfolio, ranked #3.

Montage Investments first reported a position in KMI in Q1 2016 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold KMI as of Q3 2016.

  • Montage Investments held 226,174 shares of Kinder Morgan worth $5.23M as of Q3 2016.
  • Montage Investments bought 130,403 Kinder Morgan shares in Q3 2016, an estimated $2.76M.
  • Kinder Morgan made up 2.87% of Montage Investments's portfolio in Q3 2016, its #3 holding.
  • Montage Investments first reported a position in Kinder Morgan in Q1 2016 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.