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Sterling Investment Management’s Kinder Morgan KMI Stock Holding History

Sterling Investment 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
Q4 		– Sell
-29,498
Closed -$566K – 57
2017
Q3 		$566K Sell
29,498
-2,179
-7% -$42.4K 0.77% 34
2017
Q2 		$607K Sell
31,677
-184
-0.6% -$3.66K 0.8% 32
2017
Q1 		$693K Buy
31,861
+2,247
+8% +$49.1K 0.97% 29
2016
Q4 		$613K Sell
29,614
-1,009
-3% -$21.3K 0.88% 34
2016
Q3 		$708K Sell
30,623
-15,508
-34% -$329K 1.04% 33
2016
Q2 		$864K Sell
46,131
-669
-1% -$11.9K 1.18% 33
2016
Q1 		$836K Sell
46,800
-39,910
-46% -$653K 1.14% 35
2015
Q4 		$1.29M Sell
86,710
-14,448
-14% -$344K 1.12% 36
2015
Q3 		$2.8M Buy
101,158
+31,263
+45% +$1.04M 2.2% 17
2015
Q2 		$2.68M Buy
69,895
+4,804
+7% +$201K 2.02% 22
2015
Q1 		$2.74M Sell
65,091
-1,541
-2% -$63.8K 1.93% 22
2014
Q4 		$2.82M Buy
+66,632
New +$2.62M 1.94% 21

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sterling Investment Management's KMI Position: Q4 2017 in Review

Sterling Investment Management sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 29,498 shares — an estimated $566K sold.

Sterling Investment Management first reported a position in KMI in Q4 2014 and held it in 12 quarters. The position peaked at $2.82M in Q4 2014. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Sterling Investment Management reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Sterling Investment Management sold 29,498 Kinder Morgan shares in Q4 2017, an estimated $566K.
  • Sterling Investment Management first reported a position in Kinder Morgan in Q4 2014 and held it in 12 quarters.
  • Sterling Investment Management's Kinder Morgan position peaked at $2.82M in Q4 2014.
  • 1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Sterling Investment Management's 13F filing for Q4 2017, filed 18 Jan 2018.