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U.S. Global Investors (USGI)’s Kinder Morgan KMI Stock Holding History

U.S. Global Investors (USGI)’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
2013
Q4 		– Sell
-243,600
Closed -$8.66M – 345
2013
Q3 		$8.66M Sell
243,600
-32,000
-12% -$1.2M 1.48% 13
2013
Q2 		$10.5M Buy
+275,600
New +$10.7M 1.8% 7

Other funds holding KMI

HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $5.1B AUM 17.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

U.S. Global Investors (USGI)'s KMI Position: Q4 2013 in Review

U.S. Global Investors (USGI) sold out of Kinder Morgan (KMI) in Q4 2013, closing a stake of 243,600 shares — an estimated $8.66M sold.

U.S. Global Investors (USGI) first reported a position in KMI in Q2 2013 and held it in 2 quarters. The position peaked at $10.5M in Q2 2013. 678 funds tracked by Wall St. Rank hold KMI as of Q4 2013.

  • U.S. Global Investors (USGI) reported no remaining Kinder Morgan position as of Q4 2013 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 243,600 Kinder Morgan shares in Q4 2013, an estimated $8.66M.
  • U.S. Global Investors (USGI) first reported a position in Kinder Morgan in Q2 2013 and held it in 2 quarters.
  • U.S. Global Investors (USGI)'s Kinder Morgan position peaked at $10.5M in Q2 2013.
  • 678 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2013.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2013, filed 5 Mar 2014.