First Allied Advisory Services’s Kinder Morgan KMI Stock Holding History

First Allied Advisory Services’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 Q3	$1.63M	Sell	131,855 -991	-0.7%	-$13.8K	0.05%	341
2020 Q2	$2.02M	Buy	132,846 +21,257	+19%	+$323K	0.07%	269
2020 Q1	$1.55M	Sell	111,589 -12	-0%	-$228	0.07%	297
2019 Q4	$2.36M	Sell	111,601 -1,769	-2%	-$35.8K	0.08%	280
2019 Q3	$2.33M	Sell	113,370 -6,390	-5%	-$131K	0.08%	266
2019 Q2	$2.5M	Sell	119,760 -1,267	-1%	-$25.5K	0.09%	256
2019 Q1	$2.42M	Sell	121,027 -1,724	-1%	-$32.2K	0.08%	259
2018 Q4	$1.89M	Buy	122,751 +6,478	+6%	+$110K	0.07%	283
2018 Q3	$2.07M	Sell	116,273 -8,252	-7%	-$148K	0.07%	290
2018 Q2	$2.21M	Sell	124,525 -18,620	-13%	-$305K	0.08%	272
2018 Q1	$2.17M	Buy	143,145 +9,323	+7%	+$162K	0.08%	261
2017 Q4	$2.42M	Sell	133,822 -3,667	-3%	-$65.8K	0.1%	225
2017 Q3	$2.65M	Sell	137,489 -5,482	-4%	-$107K	0.11%	202
2017 Q2	$2.74M	Buy	142,971 +19,299	+16%	+$384K	0.12%	189
2017 Q1	$2.68M	Buy	123,672 +4,101	+3%	+$89.6K	0.14%	163
2016 Q4	$2.48M	Sell	119,571 -24,332	-17%	-$514K	0.13%	188
2016 Q3	$3.33M	Sell	143,903 -6,066	-4%	-$129K	0.18%	137
2016 Q2	$2.81M	Buy	149,969 +13,528	+10%	+$241K	0.16%	153
2016 Q1	$2.45M	Sell	136,441 -4,037	-3%	-$66K	0.14%	171
2015 Q4	$2.08M	Sell	140,478 -51,986	-27%	-$1.24M	0.11%	215
2015 Q3	$5.33M	Buy	192,464 +42,917	+29%	+$1.42M	0.29%	91
2015 Q2	$5.74M	Buy	149,547 +13,295	+10%	+$555K	0.26%	106
2015 Q1	$5.74M	Buy	136,252 +16,488	+14%	+$683K	0.38%	52
2014 Q4	$5.07M	Buy	119,764 +80,136	+202%	+$3.16M	0.37%	54
2014 Q3	$1.53M	Buy	39,628 +10,046	+34%	+$382K	0.12%	197
2014 Q2	$1.08M	Buy	29,582 +2,277	+8%	+$76.9K	0.08%	293
2014 Q1	$883K	Buy	27,305 +616	+2%	+$20.6K	0.07%	334
2013 Q4	$966K	Sell	26,689 -3,205	-11%	-$112K	0.08%	303
2013 Q3	$1.07M	Buy	29,894 +2,822	+10%	+$106K	0.06%	292
2013 Q2	$1.03M	Buy	+27,072	New	+$1.05M	0.08%	262

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Allied Advisory Services's KMI Position: Q3 2020 in Review

First Allied Advisory Services reduced its Kinder Morgan (KMI) stake by 0.75% in Q3 2020, selling an estimated $13.8K and leaving 131,855 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #341.

First Allied Advisory Services first reported a position in KMI in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.74M in Q2 2015. 1,084 funds tracked by Wall St. Rank hold KMI as of Q3 2020.

First Allied Advisory Services held 131,855 shares of Kinder Morgan worth $1.63M as of Q3 2020.
First Allied Advisory Services sold 991 Kinder Morgan shares in Q3 2020, an estimated $13.8K.
Kinder Morgan made up 0.05% of First Allied Advisory Services's portfolio in Q3 2020, its #341 holding.
First Allied Advisory Services first reported a position in Kinder Morgan in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's Kinder Morgan position peaked at $5.74M in Q2 2015.
1,084 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.