Summit Equities’s Kinder Morgan KMI Stock Holding History

Summit Equities’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	–	Sell	-40,800	Closed	-$1.71M	–	25
2014 Q4	$1.71M	Buy	+40,800	New	+$1.61M	0.61%	11

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return

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 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 New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Equities's KMI Position: Q1 2015 in Review

Summit Equities sold out of Kinder Morgan (KMI) in Q1 2015, closing a stake of 40,800 shares — an estimated $1.71M sold.

Summit Equities first reported a position in KMI in Q4 2014 and held it in 1 quarter. The position peaked at $1.71M in Q4 2014. 1,242 funds tracked by Wall St. Rank hold KMI as of Q1 2015.

Summit Equities reported no remaining Kinder Morgan position as of Q1 2015 after selling out during the quarter.
Summit Equities sold 40,800 Kinder Morgan shares in Q1 2015, an estimated $1.71M.
Summit Equities first reported a position in Kinder Morgan in Q4 2014 and held it in 1 quarter.
Summit Equities's Kinder Morgan position peaked at $1.71M in Q4 2014.
1,242 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2015.

Based on Summit Equities's 13F filing for Q1 2015, filed 15 May 2015.