Pinnacle Summer Investments’s Kinder Morgan KMI Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$3.4M	Buy	228,186 +96,128	+73%	+$2.29M	0.5%	29
2015 Q3	$3.87M	Buy	132,058 +57,805	+78%	+$1.91M	0.66%	28
2015 Q2	$2.85M	Sell	74,253 -6,515	-8%	-$272K	0.6%	29
2015 Q1	$3.4M	Buy	80,768 +1,002	+1%	+$41.5K	0.47%	38
2014 Q4	$3.29M	Buy	79,766 +340	+0.4%	+$13.4K	0.4%	42
2014 Q3	$3.04M	Buy	79,426 +2,470	+3%	+$93.9K	0.34%	42
2014 Q2	$2.9M	Sell	76,956 -52,124	-40%	-$1.76M	0.34%	31
2014 Q1	$4.22M	Sell	129,080 -37,117	-22%	-$1.24M	0.53%	26
2013 Q4	$5.98M	Buy	166,197 +84,898	+104%	+$2.97M	0.82%	19
2013 Q3	$2.89M	Buy	81,299 +5,307	+7%	+$199K	0.51%	33
2013 Q2	$2.9M	Buy	+75,992	New	+$2.95M	0.72%	22

Other funds holding KMI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Pinnacle Summer Investments's KMI Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Kinder Morgan (KMI) stake by 73% in Q4 2015, buying an estimated $2.29M and bringing the position to 228,186 shares worth $3.4M. The position accounts for 0.5% of the portfolio, ranked #29.

Pinnacle Summer Investments first reported a position in KMI in Q2 2013 and has held it in 11 quarters since. The position peaked at $5.98M in Q4 2013. 1,041 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

Pinnacle Summer Investments held 228,186 shares of Kinder Morgan worth $3.4M as of Q4 2015.
Pinnacle Summer Investments bought 96,128 Kinder Morgan shares in Q4 2015, an estimated $2.29M.
Kinder Morgan made up 0.5% of Pinnacle Summer Investments's portfolio in Q4 2015, its #29 holding.
Pinnacle Summer Investments first reported a position in Kinder Morgan in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Kinder Morgan position peaked at $5.98M in Q4 2013.
1,041 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.