Guidant Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Guidant Wealth Advisors’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 Q3	$168K	Buy	8,142 +100	+1%	+$2.05K	0.06%	115
2019 Q2	$168K	Hold	8,042	–	–	0.06%	116
2019 Q1	$161K	Buy	+8,042	New	+$150K	0.06%	118
2018 Q4	–	Sell	-9,475	Closed	-$172K	–	269
2018 Q3	$172K	Sell	9,475 -113	-1%	-$2.02K	0.07%	44
2018 Q2	$167K	Sell	9,588 -390	-4%	-$6.38K	0.07%	44
2018 Q1	$148K	Buy	+9,978	New	+$173K	0.07%	45

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

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

Guidant Wealth Advisors's KMI Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Kinder Morgan (KMI) stake by 1.2% in Q3 2019, buying an estimated $2.05K and bringing the position to 8,142 shares worth $168K. The position accounts for 0.06% of the portfolio, ranked #115.

Guidant Wealth Advisors first reported a position in KMI in Q1 2018 and has held it in 6 quarters since. The position peaked at $172K in Q3 2018. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

Guidant Wealth Advisors held 8,142 shares of Kinder Morgan worth $168K as of Q3 2019.
Guidant Wealth Advisors bought 100 Kinder Morgan shares in Q3 2019, an estimated $2.05K.
Kinder Morgan made up 0.06% of Guidant Wealth Advisors's portfolio in Q3 2019, its #115 holding.
Guidant Wealth Advisors first reported a position in Kinder Morgan in Q1 2018 and has held it in 6 quarters since.
Guidant Wealth Advisors's Kinder Morgan position peaked at $172K in Q3 2018.
1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.