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Whitegate Investment Counselors’s Kinder Morgan KMI Stock Holding History

Whitegate Investment Counselors’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
-15,008
Closed -$288K – 181
2017
Q3 		$288K Sell
15,008
-18,645
-55% -$363K 0.06% 155
2017
Q2 		$645K Sell
33,653
-2,005
-6% -$39.9K 0.15% 115
2017
Q1 		$775K Sell
35,658
-7,265
-17% -$159K 0.19% 103
2016
Q4 		$889K Sell
42,923
-19,200
-31% -$406K 0.24% 87
2016
Q3 		$1.44M Sell
62,123
-10,927
-15% -$232K 0.39% 75
2016
Q2 		$1.37M Buy
+73,050
New +$1.3M 0.38% 76
2014
Q1 		$1.36M Buy
+76,375
New +$2.56M 0.37% 76

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

Whitegate Investment Counselors's KMI Position: Q4 2017 in Review

Whitegate Investment Counselors sold out of Kinder Morgan (KMI) in Q4 2017, closing a stake of 15,008 shares — an estimated $288K sold.

Whitegate Investment Counselors first reported a position in KMI in Q1 2014 and held it in 7 quarters. The position peaked at $1.44M in Q3 2016. 1,027 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

  • Whitegate Investment Counselors reported no remaining Kinder Morgan position as of Q4 2017 after selling out during the quarter.
  • Whitegate Investment Counselors sold 15,008 Kinder Morgan shares in Q4 2017, an estimated $288K.
  • Whitegate Investment Counselors first reported a position in Kinder Morgan in Q1 2014 and held it in 7 quarters.
  • Whitegate Investment Counselors's Kinder Morgan position peaked at $1.44M in Q3 2016.
  • 1,027 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Whitegate Investment Counselors's 13F filing for Q4 2017, filed 24 Jan 2018.