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Old Mutual Customised Solutions’s Kinder Morgan KMI Stock Holding History

Old Mutual Customised Solutions’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
Q2 		$2.4M Sell
135,658
-6,700
-5% -$110K 0.24% 104
2018
Q1 		$2.14M Buy
142,358
+21,500
+18% +$372K 0.22% 120
2017
Q4 		$2.18M Buy
120,858
+37,700
+45% +$676K 0.22% 117
2017
Q3 		$1.59M Buy
83,158
+4,700
+6% +$91.6K 0.22% 110
2017
Q2 		$1.5M Buy
78,458
+3,700
+5% +$73.6K 0.22% 111
2017
Q1 		$1.63M Buy
74,758
+10,858
+17% +$237K 0.25% 100
2016
Q4 		$1.32M Buy
63,900
+16,800
+36% +$355K 0.24% 98
2016
Q3 		$1.09M Sell
47,100
-10,100
-18% -$214K 0.31% 70
2016
Q2 		$1.07M Hold
57,200
– – 0.27% 83
2016
Q1 		$1.02M Buy
57,200
+20,400
+55% +$334K 0.26% 84
2015
Q4 		$549K Hold
36,800
– – 0.14% 179
2015
Q3 		$1.02M Buy
36,800
+27,500
+296% +$911K 0.28% 85
2015
Q2 		$357K Hold
9,300
– – 0.08% 301
2015
Q1 		$391K Buy
9,300
+3,700
+66% +$153K 0.09% 260
2014
Q4 		$237K Buy
5,600
+5,200
+1,300% +$205K 0.07% 365
2014
Q3 		$15K Sell
400
-2,600
-87% -$98.8K ﹤0.01% 686
2014
Q2 		$109K Hold
3,000
– – 0.03% 586
2014
Q1 		$97K Hold
3,000
– – 0.02% 603
2013
Q4 		$108K Hold
3,000
– – 0.03% 582
2013
Q3 		$107K Hold
3,000
– – 0.03% 572
2013
Q2 		$114K Buy
+3,000
New +$116K 0.03% 562

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Old Mutual Customised Solutions's KMI Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Kinder Morgan (KMI) stake by 4.7% in Q2 2018, selling an estimated $110K and leaving 135,658 shares worth $2.4M. The position accounts for 0.24% of the portfolio, ranked #104.

Old Mutual Customised Solutions first reported a position in KMI in Q2 2013 and has held it in 21 quarters since. 1,025 funds tracked by Wall St. Rank hold KMI as of Q2 2018.

  • Old Mutual Customised Solutions held 135,658 shares of Kinder Morgan worth $2.4M as of Q2 2018.
  • Old Mutual Customised Solutions sold 6,700 Kinder Morgan shares in Q2 2018, an estimated $110K.
  • Kinder Morgan made up 0.24% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #104 holding.
  • Old Mutual Customised Solutions first reported a position in Kinder Morgan in Q2 2013 and has held it in 21 quarters since.
  • 1,025 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.