Blue Chip Partners’s Kinder Morgan KMI Stock Holding History

Blue Chip 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 Q1	–	Sell	-12,816	Closed	-$271K	–	149
2019 Q4	$271K	Buy	12,816 +4,823	+60%	+$97.6K	0.05%	119
2019 Q3	$165K	Buy	7,993 +2,023	+34%	+$41.5K	0.03%	121
2019 Q2	$125K	Buy	+5,970	New	+$120K	0.03%	125
2018 Q4	–	Sell	-7,240	Closed	-$128K	–	152
2018 Q3	$128K	Buy	+7,240	New	+$129K	0.03%	127
2015 Q4	–	Sell	-13,738	Closed	-$380K	–	118
2015 Q3	$380K	Sell	13,738 -6,516	-32%	-$216K	0.24%	74
2015 Q2	$778K	Buy	20,254 +7,179	+55%	+$300K	0.5%	57
2015 Q1	$550K	Buy	13,075 +1,463	+13%	+$60.6K	0.37%	64
2014 Q4	$491K	Buy	+11,612	New	+$457K	0.34%	63

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Chip Partners's KMI Position: Q1 2020 in Review

Blue Chip Partners sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 12,816 shares — an estimated $271K sold.

Blue Chip Partners first reported a position in KMI in Q4 2014 and held it in 8 quarters. The position peaked at $778K in Q2 2015. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

Blue Chip Partners reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
Blue Chip Partners sold 12,816 Kinder Morgan shares in Q1 2020, an estimated $271K.
Blue Chip Partners first reported a position in Kinder Morgan in Q4 2014 and held it in 8 quarters.
Blue Chip Partners's Kinder Morgan position peaked at $778K in Q2 2015.
1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.