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UBS’s Kinder Morgan KMI Stock Holding History

UBS’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
2014
Q3 		$86.4M Buy
2,252,700
+236,300
+12% +$8.98M 0.06% 310
2014
Q2 		$73.1M Buy
2,016,400
+1,734,300
+615% +$58.5M 0.06% 323
2014
Q1 		$9.16M Sell
282,100
-581,700
-67% -$19.5M 0.01% 1331
2013
Q4 		$31.1M Sell
863,800
-36,400
-4% -$1.28M 0.03% 582
2013
Q3 		$32M Buy
900,200
+489,900
+119% +$18.4M 0.03% 502
2013
Q2 		$15.7M Buy
+410,300
New +$15.9M 0.02% 776

Other funds holding KMI

HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS's KMI Position: Q3 2014 in Review

UBS increased its Kinder Morgan (KMI) stake by 12% in Q3 2014, buying an estimated $16.5M and bringing the position to 4,186,174 shares worth $160M. The position accounts for 0.12% of the portfolio, ranked #188.

UBS first reported a position in KMI in Q2 2013 and has held it in 6 quarters since. 794 funds tracked by Wall St. Rank hold KMI as of Q3 2014.

  • UBS held 4,186,174 shares of Kinder Morgan worth $160M as of Q3 2014.
  • UBS bought 433,158 Kinder Morgan shares in Q3 2014, an estimated $16.5M.
  • Kinder Morgan made up 0.12% of UBS's portfolio in Q3 2014, its #188 holding.
  • UBS first reported a position in Kinder Morgan in Q2 2013 and has held it in 6 quarters since.
  • 794 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.