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Cordatus Wealth Management’s Kinder Morgan KMI Stock Holding History

Cordatus Wealth Management’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
-30,339
Closed -$642K – 122
2019
Q4 		$642K Sell
30,339
-9,428
-24% -$191K 0.32% 95
2019
Q3 		$820K Sell
39,767
-2,208
-5% -$45.3K 0.43% 82
2019
Q2 		$876K Sell
41,975
-63,973
-60% -$1.29M 0.51% 60
2019
Q1 		$2.12M Buy
+105,948
New +$1.98M 1.17% 28

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

Cordatus Wealth Management's KMI Position: Q1 2020 in Review

Cordatus Wealth Management sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 30,339 shares — an estimated $642K sold.

Cordatus Wealth Management first reported a position in KMI in Q1 2019 and held it in 4 quarters. The position peaked at $2.12M in Q1 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Cordatus Wealth Management reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Cordatus Wealth Management sold 30,339 Kinder Morgan shares in Q1 2020, an estimated $642K.
  • Cordatus Wealth Management first reported a position in Kinder Morgan in Q1 2019 and held it in 4 quarters.
  • Cordatus Wealth Management's Kinder Morgan position peaked at $2.12M in Q1 2019.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Cordatus Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.