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Princeton Portfolio Strategies Group’s Kinder Morgan KMI Stock Holding History

Princeton Portfolio Strategies Group’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
Q4 		– Sell
-11,134
Closed -$214K – 159
2017
Q3 		$214K Buy
+11,134
New +$217K 0.06% 161
2015
Q3 		– Sell
-7,763
Closed -$298K – 135
2015
Q2 		$298K Buy
+7,763
New +$324K 0.1% 114

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Princeton Portfolio Strategies Group's KMI Position: Q4 2017 in Review

Princeton Portfolio Strategies Group sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 11,134 shares — an estimated $214K sold.

Princeton Portfolio Strategies Group first reported a position in KMI in Q2 2015 and held it in 2 quarters. The position peaked at $298K in Q2 2015. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Princeton Portfolio Strategies Group reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 11,134 Kinder Morgan shares in Q4 2017, an estimated $214K.
  • Princeton Portfolio Strategies Group first reported a position in Kinder Morgan in Q2 2015 and held it in 2 quarters.
  • Princeton Portfolio Strategies Group's Kinder Morgan position peaked at $298K in Q2 2015.
  • 1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2017, filed 12 Feb 2018.