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Stack Financial Management’s Kinder Morgan KMI Stock Holding History

Stack Financial 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
2016
Q1 		– Sell
-335,989
Closed -$5.01M – 51
2015
Q4 		$5.01M Sell
335,989
-847
-0.3% -$20.2K 0.63% 46
2015
Q3 		$9.32M Sell
336,836
-3,095
-0.9% -$102K 1.31% 39
2015
Q2 		$13.1M Buy
339,931
+8,240
+2% +$344K 1.59% 35
2015
Q1 		$14M Buy
331,691
+2,081
+0.6% +$86.2K 1.68% 31
2014
Q4 		$13.9M Buy
329,610
+3,640
+1% +$143K 1.61% 32
2014
Q3 		$12.5M Sell
325,970
-1,030
-0.3% -$39.1K 1.59% 33
2014
Q2 		$11.9M Buy
+327,000
New +$11M 1.45% 41

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Berkshire Hathaway
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

Stack Financial Management's KMI Position: Q1 2016 in Review

Stack Financial Management sold out of Kinder Morgan (KMI) in Q1 2016, closing a stake of 335,989 shares — an estimated $5.01M sold.

Stack Financial Management first reported a position in KMI in Q2 2014 and held it in 7 quarters. The position peaked at $14M in Q1 2015. 1,029 funds tracked by Wall St. Rank hold KMI as of Q1 2016.

  • Stack Financial Management reported no remaining Kinder Morgan position as of Q1 2016 after selling out during the quarter.
  • Stack Financial Management sold 335,989 Kinder Morgan shares in Q1 2016, an estimated $5.01M.
  • Stack Financial Management first reported a position in Kinder Morgan in Q2 2014 and held it in 7 quarters.
  • Stack Financial Management's Kinder Morgan position peaked at $14M in Q1 2015.
  • 1,029 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2016.

Based on Stack Financial Management's 13F filing for Q1 2016, filed 11 May 2016.