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Welch Investments’s Kinder Morgan KMI Stock Holding History

Welch Investments’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 		$166K Buy
9,195
+3,856
+72% +$69.2K 0.11% 43
2017
Q3 		$102K Buy
+5,339
New +$104K 0.07% 49

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

Welch Investments's KMI Position: Q4 2017 in Review

Welch Investments increased its Kinder Morgan (KMI) stake by 72% in Q4 2017, buying an estimated $69.2K and bringing the position to 9,195 shares worth $166K. The position accounts for 0.11% of the portfolio, ranked #43.

Welch Investments first reported a position in KMI in Q3 2017 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Welch Investments held 9,195 shares of Kinder Morgan worth $166K as of Q4 2017.
  • Welch Investments bought 3,856 Kinder Morgan shares in Q4 2017, an estimated $69.2K.
  • Kinder Morgan made up 0.11% of Welch Investments's portfolio in Q4 2017, its #43 holding.
  • Welch Investments first reported a position in Kinder Morgan in Q3 2017 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.