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Doyle Wealth Management’s Kinder Morgan KMI Stock Holding History

Doyle 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
-4,225
Closed -$88K – 495
2019
Q2 		$88K Buy
+4,225
New +$85.2K 0.01% 276
2019
Q1 		– Sell
-3,922
Closed -$60K – 480
2018
Q4 		$60K Buy
+3,922
New +$66.4K 0.01% 324

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

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

Doyle Wealth Management sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 4,225 shares — an estimated $88K sold.

Doyle Wealth Management first reported a position in KMI in Q4 2018 and held it in 2 quarters. The position peaked at $88K in Q2 2019. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Doyle Wealth Management reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 4,225 Kinder Morgan shares in Q3 2019, an estimated $88K.
  • Doyle Wealth Management first reported a position in Kinder Morgan in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Kinder Morgan position peaked at $88K in Q2 2019.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.