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Charles Schwab Investment Advisory’s Kinder Morgan KMI Stock Holding History

Charles Schwab Investment Advisory’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
-13,636,689
Closed -$289M – 112
2019
Q4 		$289M Buy
13,636,689
+723,056
+6% +$14.6M 0.41% 73
2019
Q3 		$266M Buy
12,913,633
+585,506
+5% +$12M 0.41% 78
2019
Q2 		$257M Buy
12,328,127
+5,679,805
+85% +$115M 0.41% 76
2019
Q1 		$133M Buy
6,648,322
+3,418,906
+106% +$63.8M 0.22% 108
2018
Q4 		$49.7M Buy
+3,229,416
New +$54.7M 0.09% 139

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Charles Schwab Investment Advisory's KMI Position: Q1 2020 in Review

Charles Schwab Investment Advisory sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 13,636,689 shares — an estimated $289M sold.

Charles Schwab Investment Advisory first reported a position in KMI in Q4 2018 and held it in 5 quarters. The position peaked at $289M in Q4 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Charles Schwab Investment Advisory reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 13,636,689 Kinder Morgan shares in Q1 2020, an estimated $289M.
  • Charles Schwab Investment Advisory first reported a position in Kinder Morgan in Q4 2018 and held it in 5 quarters.
  • Charles Schwab Investment Advisory's Kinder Morgan position peaked at $289M in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2020, filed 15 May 2020.