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Stratton Management’s Kinder Morgan KMI Stock Holding History

Stratton 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
2015
Q4 		– Sell
-21,708
Closed -$601K – 222
2015
Q3 		$601K Buy
21,708
+7,788
+56% +$258K 0.07% 175
2015
Q2 		$534K Sell
13,920
-445
-3% -$18.6K 0.02% 274
2015
Q1 		$604K Sell
14,365
-445
-3% -$18.4K 0.02% 283
2014
Q4 		$627K Buy
+14,810
New +$583K 0.03% 275

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratton Management's KMI Position: Q4 2015 in Review

Stratton Management sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 21,708 shares — an estimated $601K sold.

Stratton Management first reported a position in KMI in Q4 2014 and held it in 4 quarters. The position peaked at $627K in Q4 2014. 1,041 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • Stratton Management reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • Stratton Management sold 21,708 Kinder Morgan shares in Q4 2015, an estimated $601K.
  • Stratton Management first reported a position in Kinder Morgan in Q4 2014 and held it in 4 quarters.
  • Stratton Management's Kinder Morgan position peaked at $627K in Q4 2014.
  • 1,041 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Stratton Management's 13F filing for Q4 2015, filed 11 Feb 2016.