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Cypress Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Cypress Wealth 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
Q1 		$1.07M Buy
53,438
+30,400
+132% +$567K 1.22% 32
2018
Q4 		$354K Buy
+23,038
New +$390K 0.49% 51

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Cypress Wealth Advisors's KMI Position: Q1 2019 in Review

Cypress Wealth Advisors increased its Kinder Morgan (KMI) stake by 132% in Q1 2019, buying an estimated $567K and bringing the position to 53,438 shares worth $1.07M. The position accounts for 1.22% of the portfolio, ranked #32.

Cypress Wealth Advisors first reported a position in KMI in Q4 2018 and has held it in 2 quarters since. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • Cypress Wealth Advisors held 53,438 shares of Kinder Morgan worth $1.07M as of Q1 2019.
  • Cypress Wealth Advisors bought 30,400 Kinder Morgan shares in Q1 2019, an estimated $567K.
  • Kinder Morgan made up 1.22% of Cypress Wealth Advisors's portfolio in Q1 2019, its #32 holding.
  • Cypress Wealth Advisors first reported a position in Kinder Morgan in Q4 2018 and has held it in 2 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.