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Weatherstone Capital Management’s Kinder Morgan KMI Stock Holding History

Weatherstone Capital Management’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
Q1 		– Sell
-14,986
Closed -$310K – 93
2016
Q4 		$310K Hold
14,986
– – 0.2% 53
2016
Q3 		$347K Buy
14,986
+3,269
+28% +$69.3K 0.28% 47
2016
Q2 		$219K Hold
11,717
– – 0.19% 80
2016
Q1 		$209K Buy
+11,717
New +$192K 0.15% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weatherstone Capital Management's KMI Position: Q1 2017 in Review

Weatherstone Capital Management sold out of Kinder Morgan (KMI) in Q1 2017, closing a stake of 14,986 shares — an estimated $310K sold.

Weatherstone Capital Management first reported a position in KMI in Q1 2016 and held it in 4 quarters. The position peaked at $347K in Q3 2016. 1,040 funds tracked by Wall St. Rank hold KMI as of Q1 2017.

  • Weatherstone Capital Management reported no remaining Kinder Morgan position as of Q1 2017 after selling out during the quarter.
  • Weatherstone Capital Management sold 14,986 Kinder Morgan shares in Q1 2017, an estimated $310K.
  • Weatherstone Capital Management first reported a position in Kinder Morgan in Q1 2016 and held it in 4 quarters.
  • Weatherstone Capital Management's Kinder Morgan position peaked at $347K in Q3 2016.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2017.

Based on Weatherstone Capital Management's 13F filing for Q1 2017, filed 11 May 2017.