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Fiduciary Financial Services of The Southwest’s Kinder Morgan KMI Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$1.2M Buy
56,766
+553
+1% +$11.2K 0.31% 79
2019
Q3 		$1.16M Sell
56,213
-695
-1% -$14.3K 0.31% 78
2019
Q2 		$1.19M Buy
56,908
+1,136
+2% +$22.9K 0.34% 77
2019
Q1 		$1.12M Sell
55,772
-2,553
-4% -$47.7K 0.32% 78
2018
Q4 		$897K Hold
58,325
– – 0.28% 83
2018
Q3 		$1.03M Sell
58,325
-431
-0.7% -$7.7K 0.29% 83
2018
Q2 		$1.04M Sell
58,756
-1,198
-2% -$19.6K 0.31% 79
2018
Q1 		$903K Sell
59,954
-1,957
-3% -$33.9K 0.28% 90
2017
Q4 		$1.12M Sell
61,911
-6,162
-9% -$111K 0.33% 83
2017
Q3 		$1.31M Sell
68,073
-5,852
-8% -$114K 0.39% 74
2017
Q2 		$1.42M Sell
73,925
-8,375
-10% -$167K 0.44% 70
2017
Q1 		$1.79M Sell
82,300
-4,380
-5% -$95.7K 0.57% 58
2016
Q4 		$1.79M Sell
86,680
-4,903
-5% -$104K 0.59% 56
2016
Q3 		$2.12M Sell
91,583
-20,625
-18% -$437K 0.68% 49
2016
Q2 		$2.1M Sell
112,208
-51,951
-32% -$926K 0.68% 45
2016
Q1 		$2.93M Sell
164,159
-33,490
-17% -$548K 1.04% 30
2015
Q4 		$2.95M Sell
197,649
-42,932
-18% -$1.02M 1.05% 29
2015
Q3 		$6.66M Sell
240,581
-13,034
-5% -$432K 2.34% 6
2015
Q2 		$9.74M Sell
253,615
-19,627
-7% -$819K 3% 5
2015
Q1 		$11.5M Sell
273,242
-7,226
-3% -$299K 3.37% 4
2014
Q4 		$11.9M Buy
+280,468
New +$11M 3.4% 4

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $1.88T AUM 44.46% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's KMI Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its Kinder Morgan (KMI) stake by 0.98% in Q4 2019, buying an estimated $11.2K and bringing the position to 56,766 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #79.

Fiduciary Financial Services of The Southwest first reported a position in KMI in Q4 2014 and has held it in 21 quarters since. The position peaked at $11.9M in Q4 2014. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 56,766 shares of Kinder Morgan worth $1.2M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest bought 553 Kinder Morgan shares in Q4 2019, an estimated $11.2K.
  • Kinder Morgan made up 0.31% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #79 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Kinder Morgan in Q4 2014 and has held it in 21 quarters since.
  • Fiduciary Financial Services of The Southwest's Kinder Morgan position peaked at $11.9M in Q4 2014.
  • 1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.