Rockefeller Financial Services’s Kinder Morgan KMI Stock Holding History

Rockefeller Financial Services’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	$65.1M	Sell	3,605,349 -38,068	-1%	-$683K	1.03%	31
2017 Q3	$69.9M	Sell	3,643,417 -39,006	-1%	-$760K	1.33%	27
2017 Q2	$70.6M	Sell	3,682,423 -125,383	-3%	-$2.49M	1.4%	27
2017 Q1	$82.8M	Sell	3,807,806 -637,640	-14%	-$13.9M	1.65%	20
2016 Q4	$92.1M	Sell	4,445,446 -7,085	-0.2%	-$150K	1.87%	15
2016 Q3	$103M	Sell	4,452,531 -333,335	-7%	-$7.06M	2.15%	10
2016 Q2	$89.6M	Sell	4,785,866 -56,892	-1%	-$1.01M	1.79%	21
2016 Q1	$86.5M	Buy	4,842,758 +1,197,132	+33%	+$19.6M	1.68%	24
2015 Q4	$54.4M	Buy	3,645,626 +3,541,791	+3,411%	+$84.4M	1.06%	38
2015 Q3	$2.87M	Sell	103,835 -26,587	-20%	-$880K	0.06%	137
2015 Q2	$5.01M	Sell	130,422 -14,423	-10%	-$602K	0.1%	122
2015 Q1	$6.09M	Buy	+144,845	New	+$6M	0.13%	116

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Rockefeller Financial Services's KMI Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Kinder Morgan (KMI) stake by 1% in Q4 2017, selling an estimated $683K and leaving 3,605,349 shares worth $65.1M. The position accounts for 1.03% of the portfolio, ranked #31.

Rockefeller Financial Services first reported a position in KMI in Q1 2015 and has held it in 12 quarters since. The position peaked at $103M in Q3 2016. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

Rockefeller Financial Services held 3,605,349 shares of Kinder Morgan worth $65.1M as of Q4 2017.
Rockefeller Financial Services sold 38,068 Kinder Morgan shares in Q4 2017, an estimated $683K.
Kinder Morgan made up 1.03% of Rockefeller Financial Services's portfolio in Q4 2017, its #31 holding.
Rockefeller Financial Services first reported a position in Kinder Morgan in Q1 2015 and has held it in 12 quarters since.
Rockefeller Financial Services's Kinder Morgan position peaked at $103M in Q3 2016.
1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.