New Jersey Better Educational Savings Trust’s Kinder Morgan KMI Stock Holding History

New Jersey Better Educational Savings 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
2019 Q4	–	Sell	-12,000	Closed	-$247K	–	138
2019 Q3	$247K	Hold	12,000	–	–	0.34%	112
2019 Q2	$251K	Hold	12,000	–	–	0.33%	114
2019 Q1	$240K	Sell	12,000 -4,000	-25%	-$74.7K	0.32%	124
2018 Q4	$246K	Sell	16,000 -2,000	-11%	-$33.9K	0.32%	128
2018 Q3	$319K	Hold	18,000	–	–	0.33%	127
2018 Q2	$318K	Sell	18,000 -12,000	-40%	-$196K	0.34%	108
2018 Q1	$452K	Sell	30,000 -2,000	-6%	-$34.6K	0.5%	71
2017 Q4	$578K	Hold	32,000	–	–	0.59%	52
2017 Q3	$614K	Hold	32,000	–	–	0.52%	57
2017 Q2	$613K	Buy	32,000 +4,000	+14%	+$79.5K	0.53%	50
2017 Q1	$609K	Sell	28,000 -24,000	-46%	-$524K	0.54%	55
2016 Q4	$1.08M	Buy	52,000 +22,000	+73%	+$465K	0.69%	35
2016 Q3	$694K	Buy	+30,000	New	+$636K	0.45%	75
2016 Q1	–	Sell	-24,000	Closed	-$358K	–	196
2015 Q4	$358K	Buy	24,000 +4,000	+20%	+$95.3K	0.24%	158
2015 Q3	$554K	Sell	20,000 -2,000	-9%	-$66.2K	0.4%	94
2015 Q2	$845K	Buy	+22,000	New	+$918K	0.55%	69
2014 Q4	–	Sell	-24,000	Closed	-$920K	–	192
2014 Q3	$920K	Buy	+24,000	New	+$912K	0.43%	99
2014 Q2	–	Sell	-23,000	Closed	-$747K	–	184
2014 Q1	$747K	Buy	23,000 +1,000	+5%	+$33.5K	0.36%	136
2013 Q4	$792K	Hold	22,000	–	–	0.39%	123
2013 Q3	$783K	Buy	22,000 +4,000	+22%	+$150K	0.49%	79
2013 Q2	$687K	Buy	+18,000	New	+$698K	0.41%	106

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

New Jersey Better Educational Savings Trust's KMI Position: Q4 2019 in Review

New Jersey Better Educational Savings Trust sold out of Kinder Morgan (KMI) in Q4 2019, closing a stake of 12,000 shares — an estimated $247K sold.

New Jersey Better Educational Savings Trust first reported a position in KMI in Q2 2013 and held it in 21 quarters. The position peaked at $1.08M in Q4 2016. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

New Jersey Better Educational Savings Trust reported no remaining Kinder Morgan position as of Q4 2019 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 12,000 Kinder Morgan shares in Q4 2019, an estimated $247K.
New Jersey Better Educational Savings Trust first reported a position in Kinder Morgan in Q2 2013 and held it in 21 quarters.
New Jersey Better Educational Savings Trust's Kinder Morgan position peaked at $1.08M in Q4 2016.
1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2019, filed 31 Jan 2020.