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Westbourne Investment Advisors’s Kinder Morgan KMI Stock Holding History

Westbourne Investment Advisors’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
Q4 		– Sell
-6,585
Closed -$117K – 119
2018
Q3 		$117K Buy
+6,585
New +$118K 0.08% 120
2018
Q2 		– Sell
-10,835
Closed -$163K – 94
2018
Q1 		$163K Sell
10,835
-450
-4% -$7.8K 0.13% 101
2017
Q4 		$204K Sell
11,285
-3,790
-25% -$68K 0.15% 100
2017
Q3 		$289K Sell
15,075
-100
-0.7% -$1.95K 0.23% 85
2017
Q2 		$291K Buy
15,175
+745
+5% +$14.8K 0.24% 86
2017
Q1 		$314K Sell
14,430
-2,780
-16% -$60.8K 0.26% 83
2016
Q4 		$356K Sell
17,210
-2,300
-12% -$48.6K 0.31% 75
2016
Q3 		$451K Buy
19,510
+1,920
+11% +$40.7K 0.4% 68
2016
Q2 		$329K Buy
17,590
+7,490
+74% +$133K 0.3% 81
2016
Q1 		$180K Buy
+10,100
New +$165K 0.17% 95
2015
Q4 		– Sell
-7,855
Closed -$217K – 105
2015
Q3 		$217K Buy
7,855
+45
+0.6% +$1.49K 0.22% 101
2015
Q2 		$300K Buy
+7,810
New +$326K 0.27% 88

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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westbourne Investment Advisors's KMI Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 6,585 shares — an estimated $117K sold.

Westbourne Investment Advisors first reported a position in KMI in Q2 2015 and held it in 12 quarters. The position peaked at $451K in Q3 2016. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 6,585 Kinder Morgan shares in Q4 2018, an estimated $117K.
  • Westbourne Investment Advisors first reported a position in Kinder Morgan in Q2 2015 and held it in 12 quarters.
  • Westbourne Investment Advisors's Kinder Morgan position peaked at $451K in Q3 2016.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.