FormulaFolio Investments’s Kinder Morgan KMI Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-30,293	Closed	-$414K	–	648
2020 Q4	$414K	Sell	30,293 -31	-0.1%	-$415	0.01%	472
2020 Q3	$374K	Sell	30,324 -10,696	-26%	-$149K	0.01%	227
2020 Q2	$622K	Buy	41,020 +11,928	+41%	+$181K	0.03%	167
2020 Q1	$405K	Sell	29,092 -4,160	-13%	-$79.2K	0.02%	192
2019 Q4	$704K	Sell	33,252 -11,498	-26%	-$233K	0.03%	212
2019 Q3	$922K	Buy	44,750 +897	+2%	+$18.4K	0.04%	164
2019 Q2	$916K	Buy	43,853 +17,535	+67%	+$354K	0.04%	146
2019 Q1	$527K	Buy	26,318 +16,266	+162%	+$304K	0.02%	190
2018 Q4	$178K	Hold	10,052	–	–	0.01%	307
2018 Q3	$178K	Sell	10,052 -2,296	-19%	-$41K	0.01%	307
2018 Q2	$218K	Sell	12,348 -2,157	-15%	-$35.3K	0.01%	283
2018 Q1	$218K	Buy	+14,505	New	+$251K	0.01%	253

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FormulaFolio Investments's KMI Position: Q1 2021 in Review

FormulaFolio Investments sold out of Kinder Morgan (KMI) in Q1 2021, closing a stake of 30,293 shares — an estimated $414K sold.

FormulaFolio Investments first reported a position in KMI in Q1 2018 and held it in 12 quarters. The position peaked at $922K in Q3 2019. 1,145 funds tracked by Wall St. Rank hold KMI as of Q1 2021.

FormulaFolio Investments reported no remaining Kinder Morgan position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 30,293 Kinder Morgan shares in Q1 2021, an estimated $414K.
FormulaFolio Investments first reported a position in Kinder Morgan in Q1 2018 and held it in 12 quarters.
FormulaFolio Investments's Kinder Morgan position peaked at $922K in Q3 2019.
1,145 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.