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Systematic Financial Management’s Kinder Morgan KMI Stock Holding History

Systematic Financial 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
2019
Q3 		– Sell
-68,126
Closed -$1.42M – 598
2019
Q2 		$1.42M Sell
68,126
-227,175
-77% -$4.58M 0.06% 222
2019
Q1 		$5.91M Sell
295,301
-307,937
-51% -$5.75M 0.2% 148
2018
Q4 		$9.28M Sell
603,238
-8,397
-1% -$142K 0.29% 148
2018
Q3 		$10.8M Buy
611,635
+268,708
+78% +$4.8M 0.26% 151
2018
Q2 		$6.06M Buy
+342,927
New +$5.61M 0.15% 203
2017
Q4 		– Sell
-88,510
Closed -$1.7M – 654
2017
Q3 		$1.7M Sell
88,510
-5,509
-6% -$107K 0.03% 307
2017
Q2 		$1.8M Sell
94,019
-5,710
-6% -$114K 0.03% 375
2017
Q1 		$2.17M Buy
+99,729
New +$2.18M 0.04% 323

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Systematic Financial Management's KMI Position: Q3 2019 in Review

Systematic Financial Management sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 68,126 shares — an estimated $1.42M sold.

Systematic Financial Management first reported a position in KMI in Q1 2017 and held it in 8 quarters. The position peaked at $10.8M in Q3 2018. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Systematic Financial Management reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
  • Systematic Financial Management sold 68,126 Kinder Morgan shares in Q3 2019, an estimated $1.42M.
  • Systematic Financial Management first reported a position in Kinder Morgan in Q1 2017 and held it in 8 quarters.
  • Systematic Financial Management's Kinder Morgan position peaked at $10.8M in Q3 2018.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Systematic Financial Management's 13F filing for Q3 2019, filed 6 Nov 2019.