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Advisor Group’s Kinder Morgan KMI Stock Holding History

Advisor Group’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
2019
Q4 		$4.36M Sell
205,687
-8,701
-4% -$176K 0.03% 458
2019
Q3 		$4.42M Buy
214,388
+2,109
+1% +$43.3K 0.03% 456
2019
Q2 		$4.43M Sell
212,279
-13,278
-6% -$268K 0.03% 431
2019
Q1 		$4.51M Sell
225,557
-12,167
-5% -$227K 0.04% 403
2018
Q4 		$3.66M Buy
237,724
+41,073
+21% +$695K 0.04% 401
2018
Q3 		$3.49M Buy
196,651
+56,333
+40% +$1.01M 0.04% 441
2018
Q2 		$2.48M Buy
140,318
+5,159
+4% +$84.4K 0.03% 469
2018
Q1 		$2.04M Sell
135,159
-49,599
-27% -$859K 0.03% 557
2017
Q4 		$3.34M Sell
184,758
-2,219
-1% -$39.8K 0.04% 375
2017
Q3 		$3.59M Sell
186,977
-16,931
-8% -$330K 0.06% 314
2017
Q2 		$3.91M Sell
203,908
-38,233
-16% -$760K 0.07% 280
2017
Q1 		$5.26M Buy
242,141
+6,843
+3% +$150K 0.11% 203
2016
Q4 		$4.87M Sell
235,298
-44,432
-16% -$939K 0.11% 195
2016
Q3 		$6.47M Sell
279,730
-9,903
-3% -$210K 0.16% 148
2016
Q2 		$5.42M Buy
+289,633
New +$5.16M 0.14% 161

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Advisor Group's KMI Position: Q4 2019 in Review

Advisor Group reduced its Kinder Morgan (KMI) stake by 4.1% in Q4 2019, selling an estimated $176K and leaving 205,687 shares worth $4.36M. The position accounts for 0.03% of the portfolio, ranked #458.

Advisor Group first reported a position in KMI in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.47M in Q3 2016. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

  • Advisor Group held 205,687 shares of Kinder Morgan worth $4.36M as of Q4 2019.
  • Advisor Group sold 8,701 Kinder Morgan shares in Q4 2019, an estimated $176K.
  • Kinder Morgan made up 0.03% of Advisor Group's portfolio in Q4 2019, its #458 holding.
  • Advisor Group first reported a position in Kinder Morgan in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Kinder Morgan position peaked at $6.47M in Q3 2016.
  • 1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.