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Intercontinental Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Intercontinental Wealth Advisors’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
2019
Q4 		– Sell
-1,556
Closed -$32K – 392
2019
Q3 		$32K Buy
1,556
+19
+1% +$390 0.02% 242
2019
Q2 		$32K Sell
1,537
-919
-37% -$18.5K 0.02% 240
2019
Q1 		$49K Buy
2,456
+615
+33% +$11.5K 0.02% 225
2018
Q4 		$28K Buy
+1,841
New +$31.2K 0.02% 273

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Intercontinental Wealth Advisors's KMI Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Kinder Morgan (KMI) in Q4 2019, closing a stake of 1,556 shares — an estimated $32K sold.

Intercontinental Wealth Advisors first reported a position in KMI in Q4 2018 and held it in 4 quarters. The position peaked at $49K in Q1 2019. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Kinder Morgan position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,556 Kinder Morgan shares in Q4 2019, an estimated $32K.
  • Intercontinental Wealth Advisors first reported a position in Kinder Morgan in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Kinder Morgan position peaked at $49K in Q1 2019.
  • 1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.