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Mountain Capital Investment Advisors’s Kinder Morgan KMI Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-3,069
Closed -$59K – 238
2017
Q3 		$59K Buy
3,069
+452
+17% +$8.8K 0.05% 103
2017
Q2 		$50K Buy
+2,617
New +$52K 0.05% 129

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mountain Capital Investment Advisors's KMI Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 3,069 shares — an estimated $59K sold.

Mountain Capital Investment Advisors first reported a position in KMI in Q2 2017 and held it in 2 quarters. The position peaked at $59K in Q3 2017. 1,027 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 3,069 Kinder Morgan shares in Q4 2017, an estimated $59K.
  • Mountain Capital Investment Advisors first reported a position in Kinder Morgan in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Kinder Morgan position peaked at $59K in Q3 2017.
  • 1,027 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.