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Neville Rodie & Shaw’s Kinder Morgan KMI Stock Holding History

Neville Rodie & Shaw’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
-51,602
Closed -$989K – 259
2017
Q3 		$989K Hold
51,602
– – 0.11% 128
2017
Q2 		$989K Sell
51,602
-111
-0.2% -$2.21K 0.11% 126
2017
Q1 		$1.12M Sell
51,713
-445
-0.9% -$9.72K 0.13% 117
2016
Q4 		$1.08M Sell
52,158
-2,592
-5% -$54.8K 0.13% 116
2016
Q3 		$1.27M Sell
54,750
-779
-1% -$16.5K 0.15% 115
2016
Q2 		$1.04M Sell
55,529
-441
-0.8% -$7.86K 0.12% 124
2016
Q1 		$1M Sell
55,970
-4,193
-7% -$68.6K 0.12% 125
2015
Q4 		$898K Sell
60,163
-24,444
-29% -$582K 0.11% 130
2015
Q3 		$2.34M Sell
84,607
-7,038
-8% -$233K 0.29% 88
2015
Q2 		$3.52M Sell
91,645
-5,269
-5% -$220K 0.39% 78
2015
Q1 		$4.08M Buy
96,914
+992
+1% +$41.1K 0.42% 74
2014
Q4 		$4.06M Buy
95,922
+68,922
+255% +$2.71M 0.41% 75
2014
Q3 		$1.04M Hold
27,000
– – 0.1% 138
2014
Q2 		$980K Buy
+27,000
New +$911K 0.1% 136

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

Neville Rodie & Shaw's KMI Position: Q4 2017 in Review

Neville Rodie & Shaw sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 51,602 shares — an estimated $989K sold.

Neville Rodie & Shaw first reported a position in KMI in Q2 2014 and held it in 14 quarters. The position peaked at $4.08M in Q1 2015. 1,027 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Neville Rodie & Shaw reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Neville Rodie & Shaw sold 51,602 Kinder Morgan shares in Q4 2017, an estimated $989K.
  • Neville Rodie & Shaw first reported a position in Kinder Morgan in Q2 2014 and held it in 14 quarters.
  • Neville Rodie & Shaw's Kinder Morgan position peaked at $4.08M in Q1 2015.
  • 1,027 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Neville Rodie & Shaw's 13F filing for Q4 2017, filed 3 Jan 2018.