SGAM
KMI icon

Smith Group Asset Management’s Kinder Morgan KMI Stock Holding History

Smith Group 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
2019
Q1 		– Sell
-1,630
Closed -$25K – 461
2018
Q4 		$25K Sell
1,630
-2,380
-59% -$40.3K ﹤0.01% 352
2018
Q3 		$71K Sell
4,010
-20
-0.5% -$358 ﹤0.01% 285
2018
Q2 		$71K Buy
4,030
+2,350
+140% +$38.4K ﹤0.01% 309
2018
Q1 		$25K Buy
1,680
+40
+2% +$693 ﹤0.01% 383
2017
Q4 		$30K Buy
1,640
+470
+40% +$8.43K ﹤0.01% 376
2017
Q3 		$22K Sell
1,170
-110
-9% -$2.14K ﹤0.01% 404
2017
Q2 		$25K Sell
1,280
-170
-12% -$3.38K ﹤0.01% 392
2017
Q1 		$32K Sell
1,450
-60
-4% -$1.31K ﹤0.01% 355
2016
Q4 		$31K Sell
1,510
-70
-4% -$1.48K ﹤0.01% 360
2016
Q3 		$37K Buy
1,580
+100
+7% +$2.12K ﹤0.01% 348
2016
Q2 		$28K Sell
1,480
-3,070
-67% -$54.7K ﹤0.01% 369
2016
Q1 		$81K Buy
+4,550
New +$74.4K ﹤0.01% 283

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Smith Group Asset Management's KMI Position: Q1 2019 in Review

Smith Group Asset Management sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 1,630 shares — an estimated $25K sold.

Smith Group Asset Management first reported a position in KMI in Q1 2016 and held it in 12 quarters. The position peaked at $81K in Q1 2016. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • Smith Group Asset Management reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • Smith Group Asset Management sold 1,630 Kinder Morgan shares in Q1 2019, an estimated $25K.
  • Smith Group Asset Management first reported a position in Kinder Morgan in Q1 2016 and held it in 12 quarters.
  • Smith Group Asset Management's Kinder Morgan position peaked at $81K in Q1 2016.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Smith Group Asset Management's 13F filing for Q1 2019, filed 10 May 2019.