OIM
KMI icon

Opus Investment Management’s Kinder Morgan KMI Stock Holding History

Opus Investment 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
2016
Q1 		– Sell
-116,000
Closed -$1.73M – 76
2015
Q4 		$1.73M Buy
116,000
+23,000
+25% +$548K 0.31% 72
2015
Q3 		$2.57M Buy
93,000
+8,000
+9% +$265K 0.49% 66
2015
Q2 		$3.26M Buy
85,000
+20,000
+31% +$835K 0.59% 60
2015
Q1 		$2.73M Sell
65,000
-39,000
-38% -$1.61M 0.48% 68
2014
Q4 		$4.4M Hold
104,000
– – 0.79% 28
2014
Q3 		$3.99M Buy
104,000
+26,000
+33% +$988K 0.76% 35
2014
Q2 		$2.83M Buy
+78,000
New +$2.63M 0.56% 59

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Opus Investment Management's KMI Position: Q1 2016 in Review

Opus Investment Management sold out of Kinder Morgan (KMI) in Q1 2016, closing a stake of 116,000 shares — an estimated $1.73M sold.

Opus Investment Management first reported a position in KMI in Q2 2014 and held it in 7 quarters. The position peaked at $4.4M in Q4 2014. 1,030 funds tracked by Wall St. Rank hold KMI as of Q1 2016.

  • Opus Investment Management reported no remaining Kinder Morgan position as of Q1 2016 after selling out during the quarter.
  • Opus Investment Management sold 116,000 Kinder Morgan shares in Q1 2016, an estimated $1.73M.
  • Opus Investment Management first reported a position in Kinder Morgan in Q2 2014 and held it in 7 quarters.
  • Opus Investment Management's Kinder Morgan position peaked at $4.4M in Q4 2014.
  • 1,030 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2016.

Based on Opus Investment Management's 13F filing for Q1 2016, filed 12 May 2016.