Hefty Wealth Partners’s Kinder Morgan KMI Stock Holding History

Hefty Wealth Partners’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 Q1	–	Sell	-367	Closed	-$7K	–	264
2017 Q4	$7K	Hold	367	–	–	﹤0.01%	199
2017 Q3	$7K	Buy	+367	New	+$7.15K	﹤0.01%	193
2016 Q4	–	Sell	-495	Closed	-$11K	–	249
2016 Q3	$11K	Hold	495	–	–	0.01%	168
2016 Q2	$9K	Hold	495	–	–	0.01%	148
2016 Q1	$8K	Hold	495	–	–	0.01%	159
2015 Q4	$7K	Buy	+495	New	+$11.8K	0.01%	152

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CBOA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hefty Wealth Partners's KMI Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Kinder Morgan (KMI) in Q1 2018, closing a stake of 367 shares — an estimated $7K sold.

Hefty Wealth Partners first reported a position in KMI in Q4 2015 and held it in 6 quarters. The position peaked at $11K in Q3 2016. 1,043 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

Hefty Wealth Partners reported no remaining Kinder Morgan position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 367 Kinder Morgan shares in Q1 2018, an estimated $7K.
Hefty Wealth Partners first reported a position in Kinder Morgan in Q4 2015 and held it in 6 quarters.
Hefty Wealth Partners's Kinder Morgan position peaked at $11K in Q3 2016.
1,043 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.