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Avantax Planning Partners’s Kinder Morgan KMI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-10,608
Closed -$131K – 300
2020
Q3 		$131K Sell
10,608
-1,914
-15% -$26.7K 0.01% 290
2020
Q2 		$190K Sell
12,522
-1,071
-8% -$16.3K 0.01% 269
2020
Q1 		$189K Sell
13,593
-195
-1% -$3.71K 0.01% 257
2019
Q4 		$292K Sell
13,788
-487
-3% -$9.86K 0.02% 236
2019
Q3 		$294K Sell
14,275
-328
-2% -$6.73K 0.02% 237
2019
Q2 		$308K Sell
14,603
-3,522
-19% -$71K 0.02% 227
2019
Q1 		$363K Buy
18,125
+3,955
+28% +$73.8K 0.03% 209
2018
Q4 		$218K Sell
14,170
-1,030
-7% -$17.4K 0.02% 248
2018
Q3 		$269K Sell
15,200
-1,723
-10% -$30.8K 0.02% 204
2018
Q2 		$299K Sell
16,923
-692
-4% -$11.3K 0.03% 183
2018
Q1 		$265K Buy
17,615
+127
+0.7% +$2.2K 0.02% 248
2017
Q4 		$316K Sell
17,488
-17,120
-49% -$307K 0.03% 223
2017
Q3 		$664K Buy
34,608
+4,349
+14% +$84.7K 0.05% 166
2017
Q2 		$580K Buy
30,259
+1,698
+6% +$33.8K 0.05% 174
2017
Q1 		$621K Buy
28,561
+2,410
+9% +$52.7K 0.06% 158
2016
Q4 		$542K Buy
+26,151
New +$553K 0.06% 156

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's KMI Position: Q4 2020 in Review

Avantax Planning Partners sold out of Kinder Morgan (KMI) in Q4 2020, closing a stake of 10,608 shares — an estimated $131K sold.

Avantax Planning Partners first reported a position in KMI in Q4 2016 and held it in 16 quarters. The position peaked at $664K in Q3 2017. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

  • Avantax Planning Partners reported no remaining Kinder Morgan position as of Q4 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 10,608 Kinder Morgan shares in Q4 2020, an estimated $131K.
  • Avantax Planning Partners first reported a position in Kinder Morgan in Q4 2016 and held it in 16 quarters.
  • Avantax Planning Partners's Kinder Morgan position peaked at $664K in Q3 2017.
  • 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.