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Berman Capital Advisors’s Kinder Morgan KMI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$119K Buy
7,158
+2,826
+65% +$48K 0.02% 389
2021
Q2 		$78K Buy
4,332
+2,019
+87% +$36K 0.01% 443
2021
Q1 		$38K Buy
2,313
+305
+15% +$4.66K 0.01% 583
2020
Q4 		$27K Buy
2,008
+39
+2% +$522 0.01% 587
2020
Q3 		$24K Buy
1,969
+556
+39% +$7.75K 0.01% 532
2020
Q2 		$20K Sell
1,413
-2,162
-60% -$32.9K 0.01% 539
2020
Q1 		$49K Buy
3,575
+328
+10% +$6.24K 0.02% 298
2019
Q4 		$68K Sell
3,247
-686
-17% -$13.9K 0.02% 270
2019
Q3 		$80K Sell
3,933
-504
-11% -$10.3K 0.02% 242
2019
Q2 		$91K Buy
4,437
+613
+16% +$12.4K 0.03% 216
2019
Q1 		$74K Sell
3,824
-643
-14% -$12K 0.02% 231
2018
Q4 		$68K Buy
+4,467
New +$75.6K 0.03% 220

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Berman Capital Advisors's KMI Position: Q3 2021 in Review

Berman Capital Advisors increased its Kinder Morgan (KMI) stake by 65% in Q3 2021, buying an estimated $48K and bringing the position to 7,158 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #389.

Berman Capital Advisors first reported a position in KMI in Q4 2018 and has held it in 12 quarters since. 1,203 funds tracked by Wall St. Rank hold KMI as of Q3 2021.

  • Berman Capital Advisors held 7,158 shares of Kinder Morgan worth $119K as of Q3 2021.
  • Berman Capital Advisors bought 2,826 Kinder Morgan shares in Q3 2021, an estimated $48K.
  • Kinder Morgan made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #389 holding.
  • Berman Capital Advisors first reported a position in Kinder Morgan in Q4 2018 and has held it in 12 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.