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Sterne Agee Group’s Kinder Morgan KMI Stock Holding History

Sterne Agee Group’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
2015
Q1 		$1.17M Buy
27,804
+9,028
+48% +$374K 0.17% 173
2014
Q4 		$794K Buy
18,776
+5,426
+41% +$214K 0.12% 210
2014
Q3 		$514K Buy
13,350
+2,222
+20% +$84.4K 0.08% 248
2014
Q2 		$404K Buy
+11,128
New +$376K 0.07% 246

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
HC
Highstar Capital New York $8.59M AUM 3.82% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterne Agee Group's KMI Position: Q1 2015 in Review

Sterne Agee Group increased its Kinder Morgan (KMI) stake by 48% in Q1 2015, buying an estimated $374K and bringing the position to 27,804 shares worth $1.17M. The position accounts for 0.17% of the portfolio, ranked #173.

Sterne Agee Group first reported a position in KMI in Q2 2014 and has held it in 4 quarters since. 1,242 funds tracked by Wall St. Rank hold KMI as of Q1 2015.

  • Sterne Agee Group held 27,804 shares of Kinder Morgan worth $1.17M as of Q1 2015.
  • Sterne Agee Group bought 9,028 Kinder Morgan shares in Q1 2015, an estimated $374K.
  • Kinder Morgan made up 0.17% of Sterne Agee Group's portfolio in Q1 2015, its #173 holding.
  • Sterne Agee Group first reported a position in Kinder Morgan in Q2 2014 and has held it in 4 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.