Intersect Capital’s Kinder Morgan KMI Stock Holding History

Intersect Capital’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 Q2	$307K	Sell	18,336 -1,036	-5%	-$19.4K	0.09%	228
2022 Q1	$366K	Buy	19,372 +7,132	+58%	+$126K	0.07%	266
2021 Q4	$194K	Buy	12,240 +886	+8%	+$14.7K	0.04%	413
2021 Q3	$190K	Buy	+11,354	New	+$193K	0.03%	385
2017 Q3	–	Sell	-10,242	Closed	-$196K	–	112
2017 Q2	$196K	Sell	10,242 -800	-7%	-$15.9K	0.12%	107
2017 Q1	$240K	Sell	11,042 -4,500	-29%	-$98.3K	0.21%	77
2016 Q4	$322K	Sell	15,542 -2,000	-11%	-$42.3K	0.24%	78
2016 Q3	$406K	Sell	17,542 -9,104	-34%	-$193K	0.32%	64
2016 Q2	$499K	Sell	26,646 -3,000	-10%	-$53.5K	0.3%	64
2016 Q1	$529K	Buy	29,646 +6,258	+27%	+$102K	0.33%	61
2015 Q4	$349K	Buy	23,388 +8,950	+62%	+$213K	0.3%	67
2015 Q3	$400K	Hold	14,438	–	–	0.37%	60
2015 Q2	$554K	Buy	14,438 +2,032	+16%	+$84.8K	0.47%	53
2015 Q1	$533K	Buy	12,406 +1,950	+19%	+$80.7K	0.41%	53
2014 Q4	$442K	Buy	+10,456	New	+$412K	0.37%	53

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intersect Capital's KMI Position: Q2 2022 in Review

Intersect Capital reduced its Kinder Morgan (KMI) stake by 5.3% in Q2 2022, selling an estimated $19.4K and leaving 18,336 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #228.

Intersect Capital first reported a position in KMI in Q4 2014 and has held it in 15 quarters since. The position peaked at $554K in Q2 2015. 1,307 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

Intersect Capital held 18,336 shares of Kinder Morgan worth $307K as of Q2 2022.
Intersect Capital sold 1,036 Kinder Morgan shares in Q2 2022, an estimated $19.4K.
Kinder Morgan made up 0.09% of Intersect Capital's portfolio in Q2 2022, its #228 holding.
Intersect Capital first reported a position in Kinder Morgan in Q4 2014 and has held it in 15 quarters since.
Intersect Capital's Kinder Morgan position peaked at $554K in Q2 2015.
1,307 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.