Bridgeworth’s Kinder Morgan KMI Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-3,921	Closed	-$69K	–	348
2018 Q2	$69K	Buy	+3,921	New	+$64.2K	0.03%	239
2017 Q3	–	Sell	-10,464	Closed	-$207K	–	99
2017 Q2	$207K	Buy	+10,464	New	+$208K	0.11%	135

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Bridgeworth's KMI Position: Q3 2018 in Review

Bridgeworth sold out of Kinder Morgan (KMI) in Q3 2018, closing a stake of 3,921 shares — an estimated $69K sold.

Bridgeworth first reported a position in KMI in Q2 2017 and held it in 2 quarters. The position peaked at $207K in Q2 2017. 1,059 funds tracked by Wall St. Rank hold KMI as of Q3 2018.

Bridgeworth reported no remaining Kinder Morgan position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 3,921 Kinder Morgan shares in Q3 2018, an estimated $69K.
Bridgeworth first reported a position in Kinder Morgan in Q2 2017 and held it in 2 quarters.
Bridgeworth's Kinder Morgan position peaked at $207K in Q2 2017.
1,059 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.