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Wright Investors Service’s Kinder Morgan KMI Stock Holding History

Wright Investors Service’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
-12,894
Closed -$233K – 200
2017
Q4 		$233K Buy
12,894
+224
+2% +$4.02K 0.08% 191
2017
Q3 		$243K Hold
12,670
– – 0.09% 195
2017
Q2 		$243K Buy
+12,670
New +$252K 0.09% 204

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

Wright Investors Service's KMI Position: Q1 2018 in Review

Wright Investors Service sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 12,894 shares — an estimated $233K sold.

Wright Investors Service first reported a position in KMI in Q2 2017 and held it in 3 quarters. The position peaked at $243K in Q3 2017. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Wright Investors Service reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • Wright Investors Service sold 12,894 Kinder Morgan shares in Q1 2018, an estimated $233K.
  • Wright Investors Service first reported a position in Kinder Morgan in Q2 2017 and held it in 3 quarters.
  • Wright Investors Service's Kinder Morgan position peaked at $243K in Q3 2017.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Wright Investors Service's 13F filing for Q1 2018, filed 25 Apr 2018.