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Howard Wealth Management’s Kinder Morgan KMI Stock Holding History

Howard 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
Q1 		– Sell
-407
Closed -$8K – 309
2019
Q4 		$8K Buy
+407
New +$8.24K 0.01% 347

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Howard Wealth Management's KMI Position: Q1 2020 in Review

Howard Wealth Management sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 407 shares — an estimated $8K sold.

Howard Wealth Management first reported a position in KMI in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Howard Wealth Management reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 407 Kinder Morgan shares in Q1 2020, an estimated $8K.
  • Howard Wealth Management first reported a position in Kinder Morgan in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Kinder Morgan position peaked at $8K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.