1776 Wealth’s Kinder Morgan KMI Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-8,430	Closed	-$127K	–	217
2020 Q2	$127K	Sell	8,430 -15,977	-65%	-$243K	0.09%	128
2020 Q1	$437K	Buy	24,407 +10,837	+80%	+$206K	0.18%	87
2019 Q4	$287K	Buy	+13,570	New	+$275K	0.24%	71

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

1776 Wealth's KMI Position: Q3 2020 in Review

1776 Wealth sold out of Kinder Morgan (KMI) in Q3 2020, closing a stake of 8,430 shares — an estimated $127K sold.

1776 Wealth first reported a position in KMI in Q4 2019 and held it in 3 quarters. The position peaked at $437K in Q1 2020. 1,084 funds tracked by Wall St. Rank hold KMI as of Q3 2020.

1776 Wealth reported no remaining Kinder Morgan position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 8,430 Kinder Morgan shares in Q3 2020, an estimated $127K.
1776 Wealth first reported a position in Kinder Morgan in Q4 2019 and held it in 3 quarters.
1776 Wealth's Kinder Morgan position peaked at $437K in Q1 2020.
1,084 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.