CA Family Wealth’s Kinder Morgan KMI Stock Holding History

CA Family Wealth’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	-12,934	Closed	-$274K	–	97
2019 Q4	$274K	Buy	+12,934	New	+$262K	0.18%	79

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

CA Family Wealth's KMI Position: Q1 2020 in Review

CA Family Wealth sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 12,934 shares — an estimated $274K sold.

CA Family Wealth first reported a position in KMI in Q4 2019 and held it in 1 quarter. The position peaked at $274K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

CA Family Wealth reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 12,934 Kinder Morgan shares in Q1 2020, an estimated $274K.
CA Family Wealth first reported a position in Kinder Morgan in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Kinder Morgan position peaked at $274K in Q4 2019.
1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.