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Stevens First Principles Investment Advisors’s Kinder Morgan KMI Stock Holding History

Stevens First Principles Investment Advisors’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
Q2 		– Sell
-2,400
Closed -$101K – 230
2015
Q1 		$101K Buy
+2,400
New +$99.4K 0.07% 109
2014
Q4 		– Sell
-2,000
Closed -$77K – 232
2014
Q3 		$77K Buy
+2,000
New +$76K 0.04% 130

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stevens First Principles Investment Advisors's KMI Position: Q2 2015 in Review

Stevens First Principles Investment Advisors sold out of Kinder Morgan (KMI) in Q2 2015, closing a stake of 2,400 shares — an estimated $101K sold.

Stevens First Principles Investment Advisors first reported a position in KMI in Q3 2014 and held it in 2 quarters. The position peaked at $101K in Q1 2015. 1,247 funds tracked by Wall St. Rank hold KMI as of Q2 2015.

  • Stevens First Principles Investment Advisors reported no remaining Kinder Morgan position as of Q2 2015 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 2,400 Kinder Morgan shares in Q2 2015, an estimated $101K.
  • Stevens First Principles Investment Advisors first reported a position in Kinder Morgan in Q3 2014 and held it in 2 quarters.
  • Stevens First Principles Investment Advisors's Kinder Morgan position peaked at $101K in Q1 2015.
  • 1,247 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2015, filed 5 Aug 2015.