Clear Perspective Advisors’s Kinder Morgan KMI Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-3,446	Closed	-$72K	–	176
2019 Q2	$72K	Buy	+3,446	New	+$69.5K	0.05%	163
2018 Q3	–	Sell	-5,046	Closed	-$89K	–	300
2018 Q2	$89K	Sell	5,046 -3,900	-44%	-$63.8K	0.06%	200
2018 Q1	$135K	Hold	8,946	–	–	0.1%	165
2017 Q4	$162K	Sell	8,946 -4,875	-35%	-$87.5K	0.12%	152
2017 Q3	$265K	Buy	13,821 +4,014	+41%	+$78.2K	0.22%	109
2017 Q2	$188K	Buy	9,807 +6,560	+202%	+$130K	0.16%	125
2017 Q1	$71K	Sell	3,247 -5,000	-61%	-$109K	0.05%	186
2016 Q4	$171K	Buy	+8,247	New	+$174K	0.11%	133

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Clear Perspective Advisors's KMI Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 3,446 shares — an estimated $72K sold.

Clear Perspective Advisors first reported a position in KMI in Q4 2016 and held it in 8 quarters. The position peaked at $265K in Q3 2017. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

Clear Perspective Advisors reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 3,446 Kinder Morgan shares in Q3 2019, an estimated $72K.
Clear Perspective Advisors first reported a position in Kinder Morgan in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's Kinder Morgan position peaked at $265K in Q3 2017.
1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.