Atwater Malick’s Kinder Morgan KMI Stock Holding History

Atwater Malick’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	–	Sell	-1,961	Closed	-$40K	–	123
2019 Q3	$40K	Buy	+1,961	New	+$40.3K	0.03%	79

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

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

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

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

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Atwater Malick's KMI Position: Q4 2019 in Review

Atwater Malick sold out of Kinder Morgan (KMI) in Q4 2019, closing a stake of 1,961 shares — an estimated $40K sold.

Atwater Malick first reported a position in KMI in Q3 2019 and held it in 1 quarter. The position peaked at $40K in Q3 2019. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

Atwater Malick reported no remaining Kinder Morgan position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 1,961 Kinder Morgan shares in Q4 2019, an estimated $40K.
Atwater Malick first reported a position in Kinder Morgan in Q3 2019 and held it in 1 quarter.
Atwater Malick's Kinder Morgan position peaked at $40K in Q3 2019.
1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.