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Capstone Financial Group’s Kinder Morgan KMI Stock Holding History

Capstone Financial Group’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
Q3 		$76K Hold
6,158
– – 0.06% 114
2020
Q2 		$90K Hold
6,158
– – 0.07% 101
2020
Q1 		$86K Hold
6,158
– – 0.09% 101
2019
Q4 		$130K Buy
+6,158
New +$125K 0.13% 95

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capstone Financial Group's KMI Position: Q3 2020 in Review

Capstone Financial Group held its Kinder Morgan (KMI) position steady in Q3 2020 at 6,158 shares worth $76K. The position accounts for 0.06% of the portfolio, ranked #114.

Capstone Financial Group first reported a position in KMI in Q4 2019 and has held it in 4 quarters since. The position peaked at $130K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold KMI as of Q3 2020.

  • Capstone Financial Group held 6,158 shares of Kinder Morgan worth $76K as of Q3 2020.
  • Capstone Financial Group left its Kinder Morgan share count unchanged in Q3 2020.
  • Kinder Morgan made up 0.06% of Capstone Financial Group's portfolio in Q3 2020, its #114 holding.
  • Capstone Financial Group first reported a position in Kinder Morgan in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Kinder Morgan position peaked at $130K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.