Capital Financial Services’s Kinder Morgan KMI Stock Holding History

Capital Financial Services’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
2022 Q4	$268K	Sell	14,850 -700	-5%	-$12.6K	0.37%	61
2022 Q3	$259K	Sell	15,550 -450	-3%	-$8K	0.38%	60
2022 Q2	$268K	Hold	16,000	–	–	0.38%	63
2022 Q1	$303K	Hold	16,000	–	–	0.36%	63
2021 Q4	$254K	Sell	16,000 -1,000	-6%	-$16.6K	0.28%	66
2021 Q3	$284K	Buy	17,000 +1,000	+6%	+$17K	0.35%	64
2021 Q2	$292K	Buy	16,000 +100	+0.6%	+$1.78K	0.37%	55
2021 Q1	$265K	Buy	15,900 +500	+3%	+$7.64K	0.35%	56
2020 Q4	$211K	Buy	+15,400	New	+$206K	0.29%	60

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital Financial Services's KMI Position: Q4 2022 in Review

Capital Financial Services reduced its Kinder Morgan (KMI) stake by 4.5% in Q4 2022, selling an estimated $12.6K and leaving 14,850 shares worth $268K. The position accounts for 0.37% of the portfolio, ranked #61.

Capital Financial Services first reported a position in KMI in Q4 2020 and has held it in 9 quarters since. The position peaked at $303K in Q1 2022. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Capital Financial Services held 14,850 shares of Kinder Morgan worth $268K as of Q4 2022.
Capital Financial Services sold 700 Kinder Morgan shares in Q4 2022, an estimated $12.6K.
Kinder Morgan made up 0.37% of Capital Financial Services's portfolio in Q4 2022, its #61 holding.
Capital Financial Services first reported a position in Kinder Morgan in Q4 2020 and has held it in 9 quarters since.
Capital Financial Services's Kinder Morgan position peaked at $303K in Q1 2022.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.