Institute for Wealth Management’s Kinder Morgan KMI Stock Holding History

Institute for 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
2022 Q4	–	Sell	-11,832	Closed	-$197K	–	461
2022 Q3	$197K	Buy	11,832 +5	+0%	+$89	0.04%	423
2022 Q2	$198K	Buy	+11,827	New	+$221K	0.04%	493
2020 Q3	–	Sell	-10,296	Closed	-$156K	–	432
2020 Q2	$156K	Sell	10,296 -788	-7%	-$12K	0.04%	409
2020 Q1	$154K	Buy	+11,084	New	+$211K	0.05%	378
2019 Q4	–	Sell	-9,855	Closed	-$203K	–	696
2019 Q3	$203K	Sell	9,855 -2,700	-22%	-$55.4K	0.05%	394
2019 Q2	$262K	Buy	+12,555	New	+$253K	0.06%	380
2019 Q1	–	Sell	-13,286	Closed	-$204K	–	462
2018 Q4	$204K	Sell	13,286 -6,018	-31%	-$102K	0.08%	241
2018 Q3	$341K	Buy	19,304 +17	+0.1%	+$304	0.12%	184
2018 Q2	$341K	Buy	19,287 +1,548	+9%	+$25.3K	0.11%	189
2018 Q1	$279K	Buy	+17,739	New	+$307K	0.08%	237

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Institute for Wealth Management's KMI Position: Q4 2022 in Review

Institute for Wealth Management sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 11,832 shares — an estimated $197K sold.

Institute for Wealth Management first reported a position in KMI in Q1 2018 and held it in 10 quarters. The position peaked at $341K in Q3 2018. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Institute for Wealth Management reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
Institute for Wealth Management sold 11,832 Kinder Morgan shares in Q4 2022, an estimated $197K.
Institute for Wealth Management first reported a position in Kinder Morgan in Q1 2018 and held it in 10 quarters.
Institute for Wealth Management's Kinder Morgan position peaked at $341K in Q3 2018.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.