North Star Asset Management’s Kinder Morgan KMI Stock Holding History

North Star Asset 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 Q3	–	Sell	-10,029	Closed	-$192K	–	256
2017 Q2	$192K	Buy	10,029 +61	+0.6%	+$1.21K	0.02%	241
2017 Q1	$216K	Sell	9,968 -1,630	-14%	-$35.6K	0.02%	226
2016 Q4	$240K	Sell	11,598 -2,297	-17%	-$48.6K	0.03%	213
2016 Q3	$322K	Sell	13,895 -215	-2%	-$4.55K	0.04%	192
2016 Q2	$264K	Buy	14,110 +1,000	+8%	+$17.8K	0.03%	202
2016 Q1	$234K	Buy	13,110 +222	+2%	+$3.63K	0.03%	215
2015 Q4	$192K	Buy	12,888 +2,503	+24%	+$59.6K	0.02%	228
2015 Q3	$287K	Buy	+10,385	New	+$344K	0.04%	203

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

North Star Asset Management's KMI Position: Q3 2017 in Review

North Star Asset Management sold out of Kinder Morgan (KMI) in Q3 2017, closing a stake of 10,029 shares — an estimated $192K sold.

North Star Asset Management first reported a position in KMI in Q3 2015 and held it in 8 quarters. The position peaked at $322K in Q3 2016. 976 funds tracked by Wall St. Rank hold KMI as of Q3 2017.

North Star Asset Management reported no remaining Kinder Morgan position as of Q3 2017 after selling out during the quarter.
North Star Asset Management sold 10,029 Kinder Morgan shares in Q3 2017, an estimated $192K.
North Star Asset Management first reported a position in Kinder Morgan in Q3 2015 and held it in 8 quarters.
North Star Asset Management's Kinder Morgan position peaked at $322K in Q3 2016.
976 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2017.

Based on North Star Asset Management's 13F filing for Q3 2017, filed 25 Oct 2017.