SHJ
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Sharkey, Howes & Javer’s Kinder Morgan KMI Stock Holding History

Sharkey, Howes & Javer’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
-300
Closed -$9K – 261
2015
Q3 		$9K Hold
300
– – 0.01% 182
2015
Q2 		$12K Hold
300
– – 0.01% 158
2015
Q1 		$13K Buy
+300
New +$12.4K 0.01% 170

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sharkey, Howes & Javer's KMI Position: Q4 2015 in Review

Sharkey, Howes & Javer sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 300 shares — an estimated $9K sold.

Sharkey, Howes & Javer first reported a position in KMI in Q1 2015 and held it in 3 quarters. The position peaked at $13K in Q1 2015. 1,042 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • Sharkey, Howes & Javer reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 300 Kinder Morgan shares in Q4 2015, an estimated $9K.
  • Sharkey, Howes & Javer first reported a position in Kinder Morgan in Q1 2015 and held it in 3 quarters.
  • Sharkey, Howes & Javer's Kinder Morgan position peaked at $13K in Q1 2015.
  • 1,042 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2015, filed 8 Feb 2016.