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Aevitas Wealth Management’s Kinder Morgan KMI Stock Holding History

Aevitas Wealth Management’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
-1,000
Closed -$18K – 458
2017
Q4 		$18K Buy
+1,000
New +$17.9K 0.02% 266

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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

Aevitas Wealth Management's KMI Position: Q1 2018 in Review

Aevitas Wealth Management sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 1,000 shares — an estimated $18K sold.

Aevitas Wealth Management first reported a position in KMI in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Aevitas Wealth Management reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,000 Kinder Morgan shares in Q1 2018, an estimated $18K.
  • Aevitas Wealth Management first reported a position in Kinder Morgan in Q4 2017 and held it in 1 quarter.
  • Aevitas Wealth Management's Kinder Morgan position peaked at $18K in Q4 2017.
  • 1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Aevitas Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.