Yellowstone Partners’s Kinder Morgan KMI Stock Holding History

Yellowstone 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	$3.04M	Sell	168,334 -8,819	-5%	-$158K	1.72%	15
2017 Q3	$3.4M	Buy	+177,153	New	+$3.45M	1.78%	14
2016 Q3	$6.66M	Sell	287,728 -3,645	-1%	-$77.2K	2.45%	8
2016 Q2	$5.46M	Sell	291,373 -8,139	-3%	-$145K	2.35%	9
2016 Q1	$5.35M	Sell	299,512 -130,480	-30%	-$2.13M	2.3%	12
2015 Q4	$6.42M	Buy	429,992 +272,144	+172%	+$6.49M	2.89%	8
2015 Q3	$4.37M	Buy	157,848 +27,747	+21%	+$919K	2.07%	11
2015 Q2	$5M	Buy	130,101 +14,898	+13%	+$622K	2.26%	14
2015 Q1	$4.84M	Sell	115,203 -603	-0.5%	-$25K	2.44%	11
2014 Q4	$4.9M	Buy	+115,806	New	+$4.56M	2.64%	7

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

Yellowstone Partners's KMI Position: Q4 2017 in Review

Yellowstone Partners reduced its Kinder Morgan (KMI) stake by 5% in Q4 2017, selling an estimated $158K and leaving 168,334 shares worth $3.04M. The position accounts for 1.72% of the portfolio, ranked #15.

Yellowstone Partners first reported a position in KMI in Q4 2014 and has held it in 10 quarters since. The position peaked at $6.66M in Q3 2016. 1,026 funds tracked by Wall St. Rank hold KMI as of Q4 2017.

Yellowstone Partners held 168,334 shares of Kinder Morgan worth $3.04M as of Q4 2017.
Yellowstone Partners sold 8,819 Kinder Morgan shares in Q4 2017, an estimated $158K.
Kinder Morgan made up 1.72% of Yellowstone Partners's portfolio in Q4 2017, its #15 holding.
Yellowstone Partners first reported a position in Kinder Morgan in Q4 2014 and has held it in 10 quarters since.
Yellowstone Partners's Kinder Morgan position peaked at $6.66M in Q3 2016.
1,026 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.