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Destination Wealth Management’s Kinder Morgan KMI Stock Holding History

Destination 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
2019
Q3 		– Sell
-434
Closed -$9K – 332
2019
Q2 		$9K Sell
434
-2,747
-86% -$55.4K ﹤0.01% 441
2019
Q1 		$64K Buy
+3,181
New +$59.4K ﹤0.01% 235
2018
Q3 		– Sell
-700
Closed -$12K – 729
2018
Q2 		$12K Sell
700
-271
-28% -$4.43K ﹤0.01% 385
2018
Q1 		$15K Buy
+971
New +$16.8K ﹤0.01% 362

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Destination Wealth Management's KMI Position: Q3 2019 in Review

Destination Wealth Management sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 434 shares — an estimated $9K sold.

Destination Wealth Management first reported a position in KMI in Q1 2018 and held it in 4 quarters. The position peaked at $64K in Q1 2019. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Destination Wealth Management reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 434 Kinder Morgan shares in Q3 2019, an estimated $9K.
  • Destination Wealth Management first reported a position in Kinder Morgan in Q1 2018 and held it in 4 quarters.
  • Destination Wealth Management's Kinder Morgan position peaked at $64K in Q1 2019.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.