Shikiar Asset Management’s Kinder Morgan KMI Stock Holding History

Shikiar Asset 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
2017 Q3	–	Sell	-24,810	Closed	-$475K	–	108
2017 Q2	$475K	Sell	24,810 -47,309	-66%	-$941K	0.2%	69
2017 Q1	$1.57M	Buy	72,119 +4,532	+7%	+$99K	0.71%	37
2016 Q4	$1.4M	Buy	67,587 +9,739	+17%	+$206K	0.61%	37
2016 Q3	$1.34M	Sell	57,848 -1,930	-3%	-$40.9K	0.59%	40
2016 Q2	$1.12M	Buy	59,778 +6,952	+13%	+$124K	0.5%	40
2016 Q1	$943K	Buy	52,826 +12,370	+31%	+$202K	0.43%	42
2015 Q4	$604K	Buy	40,456 +5,258	+15%	+$125K	0.29%	47
2015 Q3	$974K	Sell	35,198 -38,552	-52%	-$1.28M	0.5%	36
2015 Q2	$2.83M	Sell	73,750 -24,591	-25%	-$1.03M	1.29%	27
2015 Q1	$4.14M	Sell	98,341 -3,875	-4%	-$160K	1.8%	19
2014 Q4	$4.33M	Buy	102,216 +82,097	+408%	+$3.23M	2.03%	17
2014 Q3	$771K	Hold	20,119	–	–	0.33%	57
2014 Q2	$730K	Buy	+20,119	New	+$679K	0.3%	65

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shikiar Asset Management's KMI Position: Q3 2017 in Review

Shikiar Asset Management sold out of Kinder Morgan (KMI) in Q3 2017, closing a stake of 24,810 shares — an estimated $475K sold.

Shikiar Asset Management first reported a position in KMI in Q2 2014 and held it in 13 quarters. The position peaked at $4.33M in Q4 2014. 976 funds tracked by Wall St. Rank hold KMI as of Q3 2017.

Shikiar Asset Management reported no remaining Kinder Morgan position as of Q3 2017 after selling out during the quarter.
Shikiar Asset Management sold 24,810 Kinder Morgan shares in Q3 2017, an estimated $475K.
Shikiar Asset Management first reported a position in Kinder Morgan in Q2 2014 and held it in 13 quarters.
Shikiar Asset Management's Kinder Morgan position peaked at $4.33M in Q4 2014.
976 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2017.

Based on Shikiar Asset Management's 13F filing for Q3 2017, filed 20 Oct 2017.