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New England Research & Management’s Kinder Morgan KMI Stock Holding History

New England Research & 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
2018
Q1 		– Sell
-10,337
Closed -$187K – 163
2017
Q4 		$187K Sell
10,337
-250
-2% -$4.49K 0.13% 147
2017
Q3 		$203K Sell
10,587
-1,750
-14% -$34.1K 0.15% 149
2017
Q2 		$236K Sell
12,337
-2,201
-15% -$43.8K 0.17% 138
2017
Q1 		$316K Sell
14,538
-12,700
-47% -$278K 0.24% 128
2016
Q4 		$564K Buy
27,238
+13,700
+101% +$290K 0.44% 74
2016
Q3 		$313K Sell
13,538
-5,204
-28% -$110K 0.26% 120
2016
Q2 		$351K Sell
18,742
-30
-0.2% -$535 0.3% 116
2016
Q1 		$335K Sell
18,772
-5,995
-24% -$98.1K 0.28% 114
2015
Q4 		$370K Sell
24,767
-3,477
-12% -$82.9K 0.32% 110
2015
Q3 		$782K Sell
28,244
-150
-0.5% -$4.97K 0.74% 43
2015
Q2 		$1.09M Buy
28,394
+19,000
+202% +$793K 0.89% 32
2015
Q1 		$395K Hold
9,394
– – 0.34% 112
2014
Q4 		$397K Buy
+9,394
New +$370K 0.34% 121

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

New England Research & Management's KMI Position: Q1 2018 in Review

New England Research & Management sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 10,337 shares — an estimated $187K sold.

New England Research & Management first reported a position in KMI in Q4 2014 and held it in 13 quarters. The position peaked at $1.09M in Q2 2015. 1,044 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • New England Research & Management reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • New England Research & Management sold 10,337 Kinder Morgan shares in Q1 2018, an estimated $187K.
  • New England Research & Management first reported a position in Kinder Morgan in Q4 2014 and held it in 13 quarters.
  • New England Research & Management's Kinder Morgan position peaked at $1.09M in Q2 2015.
  • 1,044 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on New England Research & Management's 13F filing for Q1 2018, filed 17 Apr 2018.