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Highland Private Wealth Management’s Kinder Morgan KMI Stock Holding History

Highland Private Wealth 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
2020
Q4 		– Sell
-10,241
Closed -$126K – 142
2020
Q3 		$126K Sell
10,241
-698
-6% -$9.73K 0.02% 130
2020
Q2 		$166K Buy
+10,939
New +$166K 0.04% 131

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Highland Private Wealth Management's KMI Position: Q4 2020 in Review

Highland Private Wealth Management sold out of Kinder Morgan (KMI) in Q4 2020, closing a stake of 10,241 shares — an estimated $126K sold.

Highland Private Wealth Management first reported a position in KMI in Q2 2020 and held it in 2 quarters. The position peaked at $166K in Q2 2020. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

  • Highland Private Wealth Management reported no remaining Kinder Morgan position as of Q4 2020 after selling out during the quarter.
  • Highland Private Wealth Management sold 10,241 Kinder Morgan shares in Q4 2020, an estimated $126K.
  • Highland Private Wealth Management first reported a position in Kinder Morgan in Q2 2020 and held it in 2 quarters.
  • Highland Private Wealth Management's Kinder Morgan position peaked at $166K in Q2 2020.
  • 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on Highland Private Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.