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Fusion Family Wealth’s Kinder Morgan KMI Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-81
Closed -$1K – 200
2018
Q4 		$1K Sell
81
-1,687
-95% -$28.6K ﹤0.01% 237
2018
Q3 		$31K Hold
1,768
– – 0.01% 144
2018
Q2 		$31K Hold
1,768
– – 0.01% 156
2018
Q1 		$27K Buy
+1,768
New +$30.6K 0.01% 155

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Fusion Family Wealth's KMI Position: Q1 2019 in Review

Fusion Family Wealth sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 81 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in KMI in Q1 2018 and held it in 4 quarters. The position peaked at $31K in Q3 2018. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • Fusion Family Wealth reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 81 Kinder Morgan shares in Q1 2019, an estimated $1K.
  • Fusion Family Wealth first reported a position in Kinder Morgan in Q1 2018 and held it in 4 quarters.
  • Fusion Family Wealth's Kinder Morgan position peaked at $31K in Q3 2018.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.