Genovese Burford & Brothers Wealth & Retirement Plan Management’s Kinder Morgan KMI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q3	–	Sell	-40	Closed	-$1K	–	232
2018 Q2	$1K	Hold	40	–	–	﹤0.01%	422
2018 Q1	$1K	Hold	40	–	–	﹤0.01%	425
2017 Q4	$1K	Sell	40 -1,072	-96%	-$19.2K	﹤0.01%	246
2017 Q3	$21K	Buy	1,112 +572	+106%	+$11.1K	0.01%	223
2017 Q2	$10K	Sell	540 -1,459	-73%	-$29K	﹤0.01%	272
2017 Q1	$44K	Buy	1,999 +1,459	+270%	+$31.9K	0.02%	155
2016 Q4	$12K	Sell	540 -1,076	-67%	-$22.7K	﹤0.01%	304
2016 Q3	$37K	Buy	1,616 +1,076	+199%	+$22.8K	0.01%	180
2016 Q2	$10K	Buy	540 +500	+1,250%	+$8.91K	﹤0.01%	272
2016 Q1	$0	Buy	+40	New	+$654	﹤0.01%	397

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Genovese Burford & Brothers Wealth & Retirement Plan Management's KMI Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Kinder Morgan (KMI) in Q3 2018, closing a stake of 40 shares — an estimated $1K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in KMI in Q1 2016 and held it in 10 quarters. The position peaked at $44K in Q1 2017. 1,060 funds tracked by Wall St. Rank hold KMI as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Kinder Morgan position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 40 Kinder Morgan shares in Q3 2018, an estimated $1K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Kinder Morgan in Q1 2016 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Kinder Morgan position peaked at $44K in Q1 2017.
1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.