Whalerock Point Partners’s Kinder Morgan KMI Stock Holding History

Whalerock Point Partners’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	–	Sell	-13,319	Closed	-$255K	–	196
2017 Q3	$255K	Hold	13,319	–	–	0.09%	142
2017 Q2	$255K	Sell	13,319 -38,518	-74%	-$766K	0.09%	143
2017 Q1	$1.13M	Sell	51,837 -633	-1%	-$13.8K	0.42%	51
2016 Q4	$1.09M	Buy	52,470 +24,197	+86%	+$511K	0.43%	46
2016 Q3	$653K	Buy	+28,273	New	+$599K	0.27%	68
2016 Q1	$466K	Buy	26,106 +101	+0.4%	+$1.65K	0.2%	87
2015 Q4	$387K	Sell	26,005 -42,305	-62%	-$1.01M	0.17%	93
2015 Q3	$1.89M	Sell	68,310 -468	-0.7%	-$15.5K	0.82%	26
2015 Q2	$2.64M	Buy	68,778 +5,665	+9%	+$237K	1.09%	16
2015 Q1	$2.65M	Sell	63,113 -2,037	-3%	-$84.3K	1.08%	15
2014 Q4	$2.75M	Buy	+65,150	New	+$2.57M	1.16%	15

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Whalerock Point Partners's KMI Position: Q4 2017 in Review

Whalerock Point Partners sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 13,319 shares — an estimated $255K sold.

Whalerock Point Partners first reported a position in KMI in Q4 2014 and held it in 11 quarters. The position peaked at $2.75M in Q4 2014. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

Whalerock Point Partners reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
Whalerock Point Partners sold 13,319 Kinder Morgan shares in Q4 2017, an estimated $255K.
Whalerock Point Partners first reported a position in Kinder Morgan in Q4 2014 and held it in 11 quarters.
Whalerock Point Partners's Kinder Morgan position peaked at $2.75M in Q4 2014.
1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Whalerock Point Partners's 13F filing for Q4 2017, filed 16 Jan 2018.