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Stellar Capital Management’s Kinder Morgan KMI Stock Holding History

Stellar Capital 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
2020
Q2 		$353K Sell
23,249
-1,154
-5% -$17.5K 0.24% 61
2020
Q1 		$340K Sell
24,403
-4,370
-15% -$83.2K 0.28% 60
2019
Q4 		$609K Sell
28,773
-1,300
-4% -$26.3K 0.36% 53
2019
Q3 		$620K Sell
30,073
-2,100
-7% -$43.1K 0.4% 52
2019
Q2 		$644K Hold
32,173
– – 0.42% 52
2019
Q1 		$644K Buy
32,173
+2,077
+7% +$38.8K 0.42% 52
2018
Q4 		$463K Sell
30,096
-5,832
-16% -$98.7K 0.36% 57
2018
Q3 		$637K Sell
35,928
-1,225
-3% -$21.9K 0.41% 53
2018
Q2 		$656K Sell
37,153
-1,350
-4% -$22.1K 0.43% 49
2018
Q1 		$580K Buy
38,503
+840
+2% +$14.6K 0.37% 55
2017
Q4 		$681K Sell
37,663
-4,960
-12% -$89K 0.45% 50
2017
Q3 		$818K Buy
42,623
+2,730
+7% +$53.2K 0.58% 48
2017
Q2 		$764K Buy
39,893
+2,435
+7% +$48.4K 0.56% 49
2017
Q1 		$814K Buy
37,458
+950
+3% +$20.8K 0.62% 49
2016
Q4 		$756K Buy
+36,508
New +$772K 0.62% 49
2016
Q2 		$565K Sell
30,208
-1,225
-4% -$21.8K 0.62% 45
2016
Q1 		$561K Buy
31,433
+865
+3% +$14.2K 0.62% 47
2015
Q4 		$456K Sell
30,568
-8,240
-21% -$196K 0.55% 46
2015
Q3 		$1.07M Buy
38,808
+2,173
+6% +$72K 1.39% 35
2015
Q2 		$1.41M Sell
36,635
-1,205
-3% -$50.3K 1.54% 32
2015
Q1 		$1.59M Buy
37,840
+8,055
+27% +$334K 1.55% 31
2014
Q4 		$1.26M Buy
+29,785
New +$1.17M 1.36% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Stellar Capital Management's KMI Position: Q2 2020 in Review

Stellar Capital Management reduced its Kinder Morgan (KMI) stake by 4.7% in Q2 2020, selling an estimated $17.5K and leaving 23,249 shares worth $353K. The position accounts for 0.24% of the portfolio, ranked #61.

Stellar Capital Management first reported a position in KMI in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.59M in Q1 2015. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

  • Stellar Capital Management held 23,249 shares of Kinder Morgan worth $353K as of Q2 2020.
  • Stellar Capital Management sold 1,154 Kinder Morgan shares in Q2 2020, an estimated $17.5K.
  • Kinder Morgan made up 0.24% of Stellar Capital Management's portfolio in Q2 2020, its #61 holding.
  • Stellar Capital Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 22 quarters since.
  • Stellar Capital Management's Kinder Morgan position peaked at $1.59M in Q1 2015.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.