WA
KMI icon

Winfield Associates’s Kinder Morgan KMI Stock Holding History

Winfield Associates’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
Q1 		– Sell
-1,015
Closed -$19K – 397
2017
Q4 		$19K Buy
1,015
+123
+14% +$2.21K 0.01% 317
2017
Q3 		$17K Sell
892
-167
-16% -$3.25K 0.01% 324
2017
Q2 		$20K Buy
1,059
+267
+34% +$5.31K 0.01% 292
2017
Q1 		$17K Hold
792
– – 0.01% 291
2016
Q4 		$16K Buy
792
+379
+92% +$8.01K 0.01% 290
2016
Q3 		$10K Hold
413
– – 0.01% 339
2016
Q2 		$8K Buy
413
+213
+107% +$3.8K 0.01% 353
2016
Q1 		$4K Hold
200
– – ﹤0.01% 404
2015
Q4 		$3K Sell
200
-1,719
-90% -$41K ﹤0.01% 283
2015
Q3 		$53K Sell
1,919
-19,890
-91% -$659K 0.04% 151
2015
Q2 		$837K Sell
21,809
-3,351
-13% -$140K 0.57% 49
2015
Q1 		$1.06M Buy
25,160
+758
+3% +$31.4K 0.74% 38
2014
Q4 		$1.03M Buy
24,402
+5,849
+32% +$230K 0.76% 41
2014
Q3 		$711K Sell
18,553
-53
-0.3% -$2.01K 0.53% 61
2014
Q2 		$674K Sell
18,606
-1,147
-6% -$38.7K 0.49% 65
2014
Q1 		$642K Sell
19,753
-2,873
-13% -$96.3K 0.53% 62
2013
Q4 		$815K Buy
+22,626
New +$793K 0.67% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winfield Associates's KMI Position: Q1 2018 in Review

Winfield Associates sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 1,015 shares — an estimated $19K sold.

Winfield Associates first reported a position in KMI in Q4 2013 and held it in 17 quarters. The position peaked at $1.06M in Q1 2015. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Winfield Associates reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,015 Kinder Morgan shares in Q1 2018, an estimated $19K.
  • Winfield Associates first reported a position in Kinder Morgan in Q4 2013 and held it in 17 quarters.
  • Winfield Associates's Kinder Morgan position peaked at $1.06M in Q1 2015.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.