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Essex Savings Bank’s Kinder Morgan KMI Stock Holding History

Essex Savings Bank’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
-5,771
Closed -$121K – 423
2019
Q2 		$121K Buy
5,771
+3,926
+213% +$79.2K 0.04% 309
2019
Q1 		$37K Sell
1,845
-620
-25% -$11.6K 0.02% 331
2018
Q4 		$38K Buy
+2,465
New +$41.7K 0.02% 320

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Savings Bank's KMI Position: Q3 2019 in Review

Essex Savings Bank sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 5,771 shares — an estimated $121K sold.

Essex Savings Bank first reported a position in KMI in Q4 2018 and held it in 3 quarters. The position peaked at $121K in Q2 2019. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Essex Savings Bank reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 5,771 Kinder Morgan shares in Q3 2019, an estimated $121K.
  • Essex Savings Bank first reported a position in Kinder Morgan in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Kinder Morgan position peaked at $121K in Q2 2019.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.