Whitney & Co’s Kinder Morgan KMI Stock Holding History

Whitney & Co’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	-900	Closed	-$16K	–	287
2018 Q3	$16K	Sell	900 -600	-40%	-$10.7K	﹤0.01%	271
2018 Q2	$27K	Hold	1,500	–	–	0.01%	196
2018 Q1	$23K	Buy	+1,500	New	+$26K	0.01%	206

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitney & Co's KMI Position: Q4 2018 in Review

Whitney & Co sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 900 shares — an estimated $16K sold.

Whitney & Co first reported a position in KMI in Q1 2018 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

Whitney & Co reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 900 Kinder Morgan shares in Q4 2018, an estimated $16K.
Whitney & Co first reported a position in Kinder Morgan in Q1 2018 and held it in 3 quarters.
Whitney & Co's Kinder Morgan position peaked at $27K in Q2 2018.
1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.