Terra Nova Asset Management’s Kinder Morgan KMI Stock Holding History

Terra Nova 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
2018 Q4	$1.24M	Sell	80,290 -685	-0.8%	-$11.6K	3.33%	12
2018 Q3	$1.44M	Buy	80,975 +18,045	+29%	+$323K	2.17%	21
2018 Q2	$1.11M	Buy	+62,930	New	+$1.03M	1.92%	24
2016 Q3	–	Sell	-14,285	Closed	-$267K	–	73
2016 Q2	$267K	Sell	14,285 -15	-0.1%	-$267	0.46%	61
2016 Q1	$255K	Buy	14,300 +150	+1%	+$2.45K	0.3%	91
2015 Q4	$211K	Sell	14,150 -1,846	-12%	-$44K	0.23%	102
2015 Q3	$443K	Sell	15,996 -59,318	-79%	-$1.96M	0.39%	64
2015 Q2	$2.89M	Sell	75,314 -231	-0.3%	-$9.64K	2.37%	7
2015 Q1	$3.18M	Buy	+75,545	New	+$3.13M	2.63%	3

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

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

Terra Nova Asset Management's KMI Position: Q4 2018 in Review

Terra Nova Asset Management reduced its Kinder Morgan (KMI) stake by 0.85% in Q4 2018, selling an estimated $11.6K and leaving 80,290 shares worth $1.24M. The position accounts for 3.33% of the portfolio, ranked #12.

Terra Nova Asset Management first reported a position in KMI in Q1 2015 and has held it in 9 quarters since. The position peaked at $3.18M in Q1 2015. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

Terra Nova Asset Management held 80,290 shares of Kinder Morgan worth $1.24M as of Q4 2018.
Terra Nova Asset Management sold 685 Kinder Morgan shares in Q4 2018, an estimated $11.6K.
Kinder Morgan made up 3.33% of Terra Nova Asset Management's portfolio in Q4 2018, its #12 holding.
Terra Nova Asset Management first reported a position in Kinder Morgan in Q1 2015 and has held it in 9 quarters since.
Terra Nova Asset Management's Kinder Morgan position peaked at $3.18M in Q1 2015.
1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Terra Nova Asset Management's 13F filing for Q4 2018, filed 15 Feb 2019.