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Virtus Fund Advisers’s Kinder Morgan KMI Stock Holding History

Virtus Fund Advisers’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 		$42K Hold
2,300
– – ﹤0.01% 552
2017
Q3 		$44K Buy
+2,300
New +$44.8K ﹤0.01% 438
2015
Q1 		– Sell
-1,960
Closed -$83K – 979
2014
Q4 		$83K Buy
1,960
+1,199
+158% +$47.2K ﹤0.01% 637
2014
Q3 		$29K Sell
761
-5,961
-89% -$227K ﹤0.01% 905
2014
Q2 		$244K Buy
+6,722
New +$227K ﹤0.01% 906

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $303B AUM 30.15% 1-Year Est. Return

Virtus Fund Advisers's KMI Position: Q4 2017 in Review

Virtus Fund Advisers held its Kinder Morgan (KMI) position steady in Q4 2017 at 2,300 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Virtus Fund Advisers first reported a position in KMI in Q2 2014 and has held it in 5 quarters since. The position peaked at $244K in Q2 2014. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Virtus Fund Advisers held 2,300 shares of Kinder Morgan worth $42K as of Q4 2017.
  • Virtus Fund Advisers left its Kinder Morgan share count unchanged in Q4 2017.
  • Kinder Morgan made up ﹤0.01% of Virtus Fund Advisers's portfolio in Q4 2017, its #552 holding.
  • Virtus Fund Advisers first reported a position in Kinder Morgan in Q2 2014 and has held it in 5 quarters since.
  • Virtus Fund Advisers's Kinder Morgan position peaked at $244K in Q2 2014.
  • 1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.