Rothschild & Co Wealth Management (UK)’s Kinder Morgan KMI Stock Holding History

Rothschild & Co Wealth Management (UK)’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 Q2	–	Sell	-6,565	Closed	-$117K	–	44
2016 Q1	$117K	Hold	6,565	–	–	0.01%	34
2015 Q4	$98K	Hold	6,565	–	–	0.01%	34
2015 Q3	$182K	Hold	6,565	–	–	0.01%	35
2015 Q2	$252K	Hold	6,565	–	–	0.03%	29
2015 Q1	$276K	Hold	6,565	–	–	0.03%	44
2014 Q4	$278K	Hold	6,565	–	–	0.03%	31
2014 Q3	$252K	Hold	6,565	–	–	0.03%	33
2014 Q2	$238K	Hold	6,565	–	–	0.03%	36
2014 Q1	$213K	Buy	+6,565	New	+$220K	0.03%	38

Other funds holding KMI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

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

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

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

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

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

Rothschild & Co Wealth Management (UK)'s KMI Position: Q2 2016 in Review

Rothschild & Co Wealth Management (UK) sold out of Kinder Morgan (KMI) in Q2 2016, closing a stake of 6,565 shares — an estimated $117K sold.

Rothschild & Co Wealth Management (UK) first reported a position in KMI in Q1 2014 and held it in 9 quarters. The position peaked at $278K in Q4 2014. 1,001 funds tracked by Wall St. Rank hold KMI as of Q2 2016.

Rothschild & Co Wealth Management (UK) reported no remaining Kinder Morgan position as of Q2 2016 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 6,565 Kinder Morgan shares in Q2 2016, an estimated $117K.
Rothschild & Co Wealth Management (UK) first reported a position in Kinder Morgan in Q1 2014 and held it in 9 quarters.
Rothschild & Co Wealth Management (UK)'s Kinder Morgan position peaked at $278K in Q4 2014.
1,001 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2016.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2016, filed 19 Dec 2019.