NCM
KMI icon

Nelson Capital Management’s Kinder Morgan KMI Stock Holding History

Nelson 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
2017
Q1 		– Sell
-224
Closed -$5K – 258
2016
Q4 		$5K Hold
224
– – ﹤0.01% 232
2016
Q3 		$5K Hold
224
– – ﹤0.01% 231
2016
Q2 		$5K Buy
+224
New +$3.99K ﹤0.01% 235
2015
Q4 		– Sell
-1,095
Closed -$30K – 263
2015
Q3 		$30K Sell
1,095
-126
-10% -$4.17K 0.01% 132
2015
Q2 		$47K Hold
1,221
– – 0.02% 121
2015
Q1 		$51K Hold
1,221
– – 0.02% 118
2014
Q4 		$52K Buy
+1,221
New +$48.1K 0.02% 124

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

Nelson Capital Management's KMI Position: Q1 2017 in Review

Nelson Capital Management sold out of Kinder Morgan (KMI) in Q1 2017, closing a stake of 224 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in KMI in Q4 2014 and held it in 7 quarters. The position peaked at $52K in Q4 2014. 1,040 funds tracked by Wall St. Rank hold KMI as of Q1 2017.

  • Nelson Capital Management reported no remaining Kinder Morgan position as of Q1 2017 after selling out during the quarter.
  • Nelson Capital Management sold 224 Kinder Morgan shares in Q1 2017, an estimated $5K.
  • Nelson Capital Management first reported a position in Kinder Morgan in Q4 2014 and held it in 7 quarters.
  • Nelson Capital Management's Kinder Morgan position peaked at $52K in Q4 2014.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2017.

Based on Nelson Capital Management's 13F filing for Q1 2017, filed 3 May 2017.