EWA
KMI icon

Evolution Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Evolution 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
2020
Q4 		– Sell
-1,892
Closed -$23K – 608
2020
Q3 		$23K Buy
+1,892
New +$26.4K 0.01% 258
2020
Q2 		– Sell
-366
Closed -$5K – 555
2020
Q1 		$5K Buy
366
+61
+20% +$1.16K ﹤0.01% 254
2019
Q4 		$6K Sell
305
-61
-17% -$1.24K ﹤0.01% 374
2019
Q3 		$8K Buy
366
+78
+27% +$1.6K ﹤0.01% 213
2019
Q2 		$6K Buy
+288
New +$5.81K ﹤0.01% 242

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's KMI Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Kinder Morgan (KMI) in Q4 2020, closing a stake of 1,892 shares — an estimated $23K sold.

Evolution Wealth Advisors first reported a position in KMI in Q2 2019 and held it in 5 quarters. The position peaked at $23K in Q3 2020. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Kinder Morgan position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,892 Kinder Morgan shares in Q4 2020, an estimated $23K.
  • Evolution Wealth Advisors first reported a position in Kinder Morgan in Q2 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's Kinder Morgan position peaked at $23K in Q3 2020.
  • 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.