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Arbor Wealth Management’s Kinder Morgan KMI Stock Holding History

Arbor 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
2019
Q3 		– Sell
-220
Closed -$5K – 128
2019
Q2 		$5K Buy
+220
New +$4.44K ﹤0.01% 171
2016
Q1 		– Sell
-2,616
Closed -$38K – 99
2015
Q4 		$38K Buy
+2,616
New +$62.3K 0.04% 109

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

Arbor Wealth Management's KMI Position: Q3 2019 in Review

Arbor Wealth Management sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 220 shares — an estimated $5K sold.

Arbor Wealth Management first reported a position in KMI in Q4 2015 and held it in 2 quarters. The position peaked at $38K in Q4 2015. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Arbor Wealth Management reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 220 Kinder Morgan shares in Q3 2019, an estimated $5K.
  • Arbor Wealth Management first reported a position in Kinder Morgan in Q4 2015 and held it in 2 quarters.
  • Arbor Wealth Management's Kinder Morgan position peaked at $38K in Q4 2015.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.