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HBC Financial Services’s Kinder Morgan KMI Stock Holding History

HBC 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
2021
Q3 		– Sell
-500
Closed -$8K – 179
2021
Q2 		$8K Buy
+500
New +$8.91K 0.01% 132
2020
Q3 		– Sell
-100
Closed -$34K – 183
2020
Q2 		$34K Sell
100
-1,500
-94% -$22.8K 0.03% 73
2020
Q1 		$20K Hold
1,600
– – 0.02% 85
2019
Q4 		$34K Buy
+1,600
New +$32.4K 0.03% 87

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

HBC Financial Services's KMI Position: Q3 2021 in Review

HBC Financial Services sold out of Kinder Morgan (KMI) in Q3 2021, closing a stake of 500 shares — an estimated $8K sold.

HBC Financial Services first reported a position in KMI in Q4 2019 and held it in 4 quarters. The position peaked at $34K in Q2 2020. 1,203 funds tracked by Wall St. Rank hold KMI as of Q3 2021.

  • HBC Financial Services reported no remaining Kinder Morgan position as of Q3 2021 after selling out during the quarter.
  • HBC Financial Services sold 500 Kinder Morgan shares in Q3 2021, an estimated $8K.
  • HBC Financial Services first reported a position in Kinder Morgan in Q4 2019 and held it in 4 quarters.
  • HBC Financial Services's Kinder Morgan position peaked at $34K in Q2 2020.
  • 1,203 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2021.

Based on HBC Financial Services's 13F filing for Q3 2021, filed 2 Nov 2021.