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First Personal Financial Services’s Kinder Morgan KMI Stock Holding History

First Personal Financial 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
2024
Q3 		$597 Buy
+27
New +$569 ﹤0.01% 381
2019
Q4 		– Sell
-97
Closed -$2K – 561
2019
Q3 		$2K Hold
97
– – ﹤0.01% 429
2019
Q2 		$2K Sell
97
-109
-53% -$2.2K ﹤0.01% 667
2019
Q1 		$4K Sell
206
-689
-77% -$12.9K ﹤0.01% 618
2018
Q4 		$14K Sell
895
-2,500
-74% -$42.3K ﹤0.01% 427
2018
Q3 		$60K Sell
3,395
-802
-19% -$14.3K 0.02% 253
2018
Q2 		$74K Sell
4,197
-21,454
-84% -$351K 0.02% 229
2018
Q1 		$386K Sell
25,651
-2,685
-9% -$46.5K 0.08% 162
2017
Q4 		$512K Buy
28,336
+646
+2% +$11.6K 0.1% 155
2017
Q3 		$531K Sell
27,690
-260
-0.9% -$5.07K 0.11% 139
2017
Q2 		$536K Buy
27,950
+1,097
+4% +$21.8K 0.12% 138
2017
Q1 		$585K Buy
26,853
+804
+3% +$17.6K 0.14% 115
2016
Q4 		$539K Buy
26,049
+7,345
+39% +$155K 0.14% 118
2016
Q3 		$433K Buy
18,704
+70
+0.4% +$1.48K 0.13% 122
2016
Q2 		$349K Buy
18,634
+15,524
+499% +$277K 0.12% 123
2016
Q1 		$56K Sell
3,110
-2,661
-46% -$43.5K 0.03% 170
2015
Q4 		$86K Sell
5,771
-5,816
-50% -$139K 0.05% 151
2015
Q3 		$321K Sell
11,587
-5,558
-32% -$184K 0.19% 101
2015
Q2 		$659K Sell
17,145
-1,963
-10% -$82K 0.39% 75
2015
Q1 		$804K Sell
19,108
-12,458
-39% -$516K 0.49% 66
2014
Q4 		$1.33M Buy
+31,566
New +$1.24M 0.78% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's KMI Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Kinder Morgan (KMI) in Q3 2024: 27 shares worth $597. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in KMI as recently as Q3 2019.

First Personal Financial Services first reported a position in KMI in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.33M in Q4 2014. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

  • First Personal Financial Services held 27 shares of Kinder Morgan worth $597 as of Q3 2024.
  • Kinder Morgan was a new First Personal Financial Services position in Q3 2024.
  • Kinder Morgan made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #381 holding.
  • First Personal Financial Services first reported a position in Kinder Morgan in Q4 2014 and has held it in 21 quarters since.
  • First Personal Financial Services's Kinder Morgan position peaked at $1.33M in Q4 2014.
  • 1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.