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Train Babcock Advisors’s Kinder Morgan KMI Stock Holding History

Train Babcock Advisors’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
Q4 		– Sell
-27,802
Closed -$534K – 107
2017
Q3 		$534K Sell
27,802
-400
-1% -$7.79K 0.3% 52
2017
Q2 		$541K Sell
28,202
-1,000
-3% -$19.9K 0.24% 73
2017
Q1 		$635K Sell
29,202
-14,420
-33% -$315K 0.29% 65
2016
Q4 		$903K Buy
43,622
+2,127
+5% +$45K 0.37% 61
2016
Q3 		$960K Sell
41,495
-1,400
-3% -$29.7K 0.39% 59
2016
Q2 		$803K Sell
42,895
-1,715
-4% -$30.6K 0.32% 63
2016
Q1 		$797K Sell
44,610
-631
-1% -$10.3K 0.32% 64
2015
Q4 		$675K Sell
45,241
-105,395
-70% -$2.51M 0.26% 73
2015
Q3 		$4.17M Sell
150,636
-33,310
-18% -$1.1M 1.48% 21
2015
Q2 		$7.06M Buy
183,946
+6,732
+4% +$281K 2.23% 8
2015
Q1 		$7.45M Buy
177,214
+492
+0.3% +$20.4K 2.34% 7
2014
Q4 		$7.48M Buy
176,722
+58,001
+49% +$2.28M 2.41% 9
2014
Q3 		$4.55M Buy
118,721
+800
+0.7% +$30.4K 1.56% 21
2014
Q2 		$4.28M Sell
117,921
-2,160
-2% -$72.9K 1.39% 24
2014
Q1 		$3.9M Buy
120,081
+86,055
+253% +$2.88M 1.25% 29
2013
Q4 		$1.23M Sell
34,026
-3,400
-9% -$119K 0.42% 58
2013
Q3 		$1.33M Buy
37,426
+2,295
+7% +$86.1K 0.5% 54
2013
Q2 		$1.34M Buy
+35,131
New +$1.36M 0.51% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Train Babcock Advisors's KMI Position: Q4 2017 in Review

Train Babcock Advisors sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 27,802 shares — an estimated $534K sold.

Train Babcock Advisors first reported a position in KMI in Q2 2013 and held it in 18 quarters. The position peaked at $7.48M in Q4 2014. 1,027 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Train Babcock Advisors reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Train Babcock Advisors sold 27,802 Kinder Morgan shares in Q4 2017, an estimated $534K.
  • Train Babcock Advisors first reported a position in Kinder Morgan in Q2 2013 and held it in 18 quarters.
  • Train Babcock Advisors's Kinder Morgan position peaked at $7.48M in Q4 2014.
  • 1,027 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.