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Shepherd Financial Partners’s Kinder Morgan KMI Stock Holding History

Shepherd Financial Partners’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
-36,566
Closed -$696K – 110
2017
Q3 		$696K Sell
36,566
-8,511
-19% -$166K 0.16% 73
2017
Q2 		$861K Sell
45,077
-38,890
-46% -$773K 0.21% 60
2017
Q1 		$1.8M Sell
83,967
-1,256
-1% -$27.4K 0.47% 42
2016
Q4 		$1.84M Buy
+85,223
New +$1.8M 0.52% 40

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CBOA
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FP
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Shepherd Financial Partners's KMI Position: Q4 2017 in Review

Shepherd Financial Partners sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 36,566 shares — an estimated $696K sold.

Shepherd Financial Partners first reported a position in KMI in Q4 2016 and held it in 4 quarters. The position peaked at $1.84M in Q4 2016. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Shepherd Financial Partners reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Shepherd Financial Partners sold 36,566 Kinder Morgan shares in Q4 2017, an estimated $696K.
  • Shepherd Financial Partners first reported a position in Kinder Morgan in Q4 2016 and held it in 4 quarters.
  • Shepherd Financial Partners's Kinder Morgan position peaked at $1.84M in Q4 2016.
  • 1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Shepherd Financial Partners's 13F filing for Q4 2017, filed 14 Feb 2018.