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BT Wealth Management’s Kinder Morgan KMI Stock Holding History

BT Wealth Management’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
Q1 		– Sell
-10,795
Closed -$204K – 79
2018
Q4 		$204K Buy
+10,795
New +$183K 0.09% 99

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

BT Wealth Management's KMI Position: Q1 2019 in Review

BT Wealth Management sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 10,795 shares — an estimated $204K sold.

BT Wealth Management first reported a position in KMI in Q4 2018 and held it in 1 quarter. The position peaked at $204K in Q4 2018. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • BT Wealth Management reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • BT Wealth Management sold 10,795 Kinder Morgan shares in Q1 2019, an estimated $204K.
  • BT Wealth Management first reported a position in Kinder Morgan in Q4 2018 and held it in 1 quarter.
  • BT Wealth Management's Kinder Morgan position peaked at $204K in Q4 2018.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.