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Retirement Design & Management’s Kinder Morgan KMI Stock Holding History

Retirement Design & 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
2015
Q4 		– Sell
-16,258
Closed -$450K – 74
2015
Q3 		$450K Buy
16,258
+3,341
+26% +$111K 0.47% 44
2015
Q2 		$496K Buy
12,917
+2,971
+30% +$124K 0.43% 47
2015
Q1 		$419K Buy
9,946
+544
+6% +$22.5K 0.36% 52
2014
Q4 		$398K Buy
+9,402
New +$370K 0.3% 54

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
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Design & Management's KMI Position: Q4 2015 in Review

Retirement Design & Management sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 16,258 shares — an estimated $450K sold.

Retirement Design & Management first reported a position in KMI in Q4 2014 and held it in 4 quarters. The position peaked at $496K in Q2 2015. 1,040 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • Retirement Design & Management reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • Retirement Design & Management sold 16,258 Kinder Morgan shares in Q4 2015, an estimated $450K.
  • Retirement Design & Management first reported a position in Kinder Morgan in Q4 2014 and held it in 4 quarters.
  • Retirement Design & Management's Kinder Morgan position peaked at $496K in Q2 2015.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Retirement Design & Management's 13F filing for Q4 2015, filed 10 Feb 2016.