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West Coast Financial’s Kinder Morgan KMI Stock Holding History

West Coast Financial’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
Q3 		– Sell
-10,665
Closed -$188K – 136
2018
Q2 		$188K Sell
10,665
-4,500
-30% -$73.6K 0.05% 108
2018
Q1 		$228K Sell
15,165
-7,565
-33% -$131K 0.07% 99
2017
Q4 		$411K Sell
22,730
-7,122
-24% -$128K 0.12% 85
2017
Q3 		$573K Sell
29,852
-726
-2% -$14.1K 0.16% 91
2017
Q2 		$586K Sell
30,578
-16,383
-35% -$326K 0.19% 75
2017
Q1 		$1.01M Sell
46,961
-8,168
-15% -$179K 0.32% 63
2016
Q4 		$1.14M Sell
55,129
-2,135
-4% -$45.1K 0.36% 62
2016
Q3 		$1.32M Buy
+57,264
New +$1.21M 0.43% 62
2015
Q2 		– Sell
-6,360
Closed -$230K – 99
2015
Q1 		$230K Buy
+6,360
New +$263K 0.11% 88

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

West Coast Financial's KMI Position: Q3 2018 in Review

West Coast Financial sold out of Kinder Morgan (KMI) in Q3 2018, closing a stake of 10,665 shares — an estimated $188K sold.

West Coast Financial first reported a position in KMI in Q1 2015 and held it in 9 quarters. The position peaked at $1.32M in Q3 2016. 1,060 funds tracked by Wall St. Rank hold KMI as of Q3 2018.

  • West Coast Financial reported no remaining Kinder Morgan position as of Q3 2018 after selling out during the quarter.
  • West Coast Financial sold 10,665 Kinder Morgan shares in Q3 2018, an estimated $188K.
  • West Coast Financial first reported a position in Kinder Morgan in Q1 2015 and held it in 9 quarters.
  • West Coast Financial's Kinder Morgan position peaked at $1.32M in Q3 2016.
  • 1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2018.

Based on West Coast Financial's 13F filing for Q3 2018, filed 19 Oct 2018.