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Weston Capital Management’s Kinder Morgan KMI Stock Holding History

Weston 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
2013
Q4 		$2.53M Sell
70,380
-850
-1% -$29.8K 3.13% 12
2013
Q3 		$2.53M Sell
71,230
-1,075
-1% -$40.3K 3.31% 10
2013
Q2 		$2.76M Buy
+72,305
New +$2.81M 3.68% 8

Other funds holding KMI

HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Weston Capital Management's KMI Position: Q4 2013 in Review

Weston Capital Management reduced its Kinder Morgan (KMI) stake by 1.2% in Q4 2013, selling an estimated $29.8K and leaving 70,380 shares worth $2.53M. The position accounts for 3.13% of the portfolio, ranked #12.

Weston Capital Management first reported a position in KMI in Q2 2013 and has held it in 3 quarters since. The position peaked at $2.76M in Q2 2013. 678 funds tracked by Wall St. Rank hold KMI as of Q4 2013.

  • Weston Capital Management held 70,380 shares of Kinder Morgan worth $2.53M as of Q4 2013.
  • Weston Capital Management sold 850 Kinder Morgan shares in Q4 2013, an estimated $29.8K.
  • Kinder Morgan made up 3.13% of Weston Capital Management's portfolio in Q4 2013, its #12 holding.
  • Weston Capital Management first reported a position in Kinder Morgan in Q2 2013 and has held it in 3 quarters since.
  • Weston Capital Management's Kinder Morgan position peaked at $2.76M in Q2 2013.
  • 678 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2013.

Based on Weston Capital Management's 13F filing for Q4 2013, filed 3 Jan 2014.