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Montecito Bank & Trust’s Kinder Morgan KMI Stock Holding History

Montecito Bank & Trust’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
2017
Q1 		– Sell
-5,731
Closed -$119K – 284
2016
Q4 		$119K Buy
+5,731
New +$121K 0.04% 208
2015
Q4 		– Sell
-21,364
Closed -$591K – 177
2015
Q3 		$591K Sell
21,364
-11,625
-35% -$385K 0.33% 60
2015
Q2 		$1.39M Hold
32,989
– – 0.69% 32
2015
Q1 		$1.39M Sell
32,989
-2,240
-6% -$92.7K 0.69% 32
2014
Q4 		$1.49M Buy
+35,229
New +$1.39M 0.78% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montecito Bank & Trust's KMI Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Kinder Morgan (KMI) in Q1 2017, closing a stake of 5,731 shares — an estimated $119K sold.

Montecito Bank & Trust first reported a position in KMI in Q4 2014 and held it in 5 quarters. The position peaked at $1.49M in Q4 2014. 1,040 funds tracked by Wall St. Rank hold KMI as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Kinder Morgan position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 5,731 Kinder Morgan shares in Q1 2017, an estimated $119K.
  • Montecito Bank & Trust first reported a position in Kinder Morgan in Q4 2014 and held it in 5 quarters.
  • Montecito Bank & Trust's Kinder Morgan position peaked at $1.49M in Q4 2014.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.