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Alpha Windward’s Kinder Morgan KMI Stock Holding History

Alpha Windward’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
Q2 		– Sell
-7,149
Closed -$100K – 469
2020
Q1 		$100K Buy
7,149
+449
+7% +$8.54K 0.09% 278
2019
Q4 		$142K Sell
6,700
-3,112
-32% -$63K 0.09% 279
2019
Q3 		$202K Buy
9,812
+305
+3% +$6.26K 0.14% 252
2019
Q2 		$199K Buy
+9,507
New +$192K 0.13% 264

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Alpha Windward's KMI Position: Q2 2020 in Review

Alpha Windward sold out of Kinder Morgan (KMI) in Q2 2020, closing a stake of 7,149 shares — an estimated $100K sold.

Alpha Windward first reported a position in KMI in Q2 2019 and held it in 4 quarters. The position peaked at $202K in Q3 2019. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

  • Alpha Windward reported no remaining Kinder Morgan position as of Q2 2020 after selling out during the quarter.
  • Alpha Windward sold 7,149 Kinder Morgan shares in Q2 2020, an estimated $100K.
  • Alpha Windward first reported a position in Kinder Morgan in Q2 2019 and held it in 4 quarters.
  • Alpha Windward's Kinder Morgan position peaked at $202K in Q3 2019.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on Alpha Windward's 13F filing for Q2 2020, filed 13 Jul 2020.