SAM
KMI icon

Summit Asset Management’s Kinder Morgan KMI Stock Holding History

Summit Asset 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
Q2 		– Sell
-9,328
Closed -$203K – 105
2017
Q1 		$203K Buy
+9,328
New +$204K 0.12% 98
2016
Q4 		– Sell
-9,653
Closed -$223K – 102
2016
Q3 		$223K Sell
9,653
-1,800
-16% -$38.1K 0.14% 88
2016
Q2 		$214K Hold
11,453
– – 0.14% 88
2016
Q1 		$205K Buy
11,453
+752
+7% +$12.3K 0.13% 88
2015
Q4 		$160K Buy
10,701
+1,381
+15% +$32.9K 0.11% 87
2015
Q3 		$258K Buy
9,320
+932
+11% +$30.9K 0.18% 78
2015
Q2 		$322K Hold
8,388
– – 0.22% 70
2015
Q1 		$353K Buy
8,388
+385
+5% +$15.9K 0.25% 61
2014
Q4 		$339K Buy
8,003
+2,160
+37% +$85.1K 0.25% 67
2014
Q3 		$224K Buy
+5,843
New +$222K 0.17% 77

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Asset Management's KMI Position: Q2 2017 in Review

Summit Asset Management sold out of Kinder Morgan (KMI) in Q2 2017, closing a stake of 9,328 shares — an estimated $203K sold.

Summit Asset Management first reported a position in KMI in Q3 2014 and held it in 10 quarters. The position peaked at $353K in Q1 2015. 1,004 funds tracked by Wall St. Rank hold KMI as of Q2 2017.

  • Summit Asset Management reported no remaining Kinder Morgan position as of Q2 2017 after selling out during the quarter.
  • Summit Asset Management sold 9,328 Kinder Morgan shares in Q2 2017, an estimated $203K.
  • Summit Asset Management first reported a position in Kinder Morgan in Q3 2014 and held it in 10 quarters.
  • Summit Asset Management's Kinder Morgan position peaked at $353K in Q1 2015.
  • 1,004 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2017.

Based on Summit Asset Management's 13F filing for Q2 2017, filed 7 Aug 2017.