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YHB Investment Advisors’s Kinder Morgan KMI Stock Holding History

YHB Investment Advisors’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
-32,408
Closed -$586K – 189
2017
Q4 		$586K Sell
32,408
-25,484
-44% -$457K 0.1% 125
2017
Q3 		$1.11M Sell
57,892
-3,868
-6% -$75.3K 0.2% 106
2017
Q2 		$1.18M Sell
61,760
-5,251
-8% -$104K 0.2% 101
2017
Q1 		$1.38M Sell
67,011
-3,889
-5% -$85K 0.27% 93
2016
Q4 		$1.47M Buy
70,900
+17
+0% +$359 0.31% 85
2016
Q3 		$1.64M Sell
70,883
-4,336
-6% -$91.9K 0.4% 74
2016
Q2 		$1.41M Sell
75,219
-2,887
-4% -$51.5K 0.31% 86
2016
Q1 		$1.4M Buy
78,106
+10,608
+16% +$174K 0.38% 73
2015
Q4 		$1.01M Sell
67,498
-28,782
-30% -$686K 0.23% 100
2015
Q3 		$2.67M Buy
96,280
+19,883
+26% +$658K 0.63% 51
2015
Q2 		$2.93M Buy
76,397
+1,658
+2% +$69.2K 0.64% 53
2015
Q1 		$3.14M Buy
74,739
+1,083
+1% +$44.8K 0.71% 51
2014
Q4 		$3.12M Buy
+73,656
New +$2.9M 0.71% 49

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

YHB Investment Advisors's KMI Position: Q1 2018 in Review

YHB Investment Advisors sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 32,408 shares — an estimated $586K sold.

YHB Investment Advisors first reported a position in KMI in Q4 2014 and held it in 13 quarters. The position peaked at $3.14M in Q1 2015. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • YHB Investment Advisors reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 32,408 Kinder Morgan shares in Q1 2018, an estimated $586K.
  • YHB Investment Advisors first reported a position in Kinder Morgan in Q4 2014 and held it in 13 quarters.
  • YHB Investment Advisors's Kinder Morgan position peaked at $3.14M in Q1 2015.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on YHB Investment Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.