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Executive Wealth Management’s Kinder Morgan KMI Stock Holding History

Executive 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
-1,344
Closed -$28K – 491
2019
Q2 		$28K Buy
1,344
+6
+0.4% +$121 ﹤0.01% 412
2019
Q1 		$27K Buy
1,338
+248
+23% +$4.63K ﹤0.01% 380
2018
Q4 		$17K Buy
+1,090
New +$18.4K ﹤0.01% 457

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

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

Executive Wealth Management sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 1,344 shares — an estimated $28K sold.

Executive Wealth Management first reported a position in KMI in Q4 2018 and held it in 3 quarters. The position peaked at $28K in Q2 2019. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

  • Executive Wealth Management reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,344 Kinder Morgan shares in Q3 2019, an estimated $28K.
  • Executive Wealth Management first reported a position in Kinder Morgan in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Kinder Morgan position peaked at $28K in Q2 2019.
  • 1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.