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Virtus Investment Advisers’s Kinder Morgan KMI Stock Holding History

Virtus Investment 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
2018
Q1 		– Sell
-19,175
Closed -$346K – 248
2017
Q4 		$346K Buy
+19,175
New +$344K 0.04% 335
2017
Q1 		– Sell
-89,923
Closed -$1.86M – 491
2016
Q4 		$1.86M Buy
89,923
+61,764
+219% +$1.31M 0.14% 189
2016
Q3 		$651K Buy
+28,159
New +$597K 0.04% 324

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Virtus Investment Advisers's KMI Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 19,175 shares — an estimated $346K sold.

Virtus Investment Advisers first reported a position in KMI in Q3 2016 and held it in 3 quarters. The position peaked at $1.86M in Q4 2016. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 19,175 Kinder Morgan shares in Q1 2018, an estimated $346K.
  • Virtus Investment Advisers first reported a position in Kinder Morgan in Q3 2016 and held it in 3 quarters.
  • Virtus Investment Advisers's Kinder Morgan position peaked at $1.86M in Q4 2016.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.