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Ironwood Investment Counsel’s Kinder Morgan KMI Stock Holding History

Ironwood Investment Counsel’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
-14,329
Closed -$303K – 177
2019
Q4 		$303K Hold
14,329
– – 0.1% 136
2019
Q3 		$295K Hold
14,329
– – 0.11% 124
2019
Q2 		$299K Hold
14,329
– – 0.11% 126
2019
Q1 		$286K Hold
14,329
– – 0.11% 123
2018
Q4 		$220K Hold
14,329
– – 0.1% 140
2018
Q3 		$254K Sell
14,329
-5,100
-26% -$91.2K 0.1% 135
2018
Q2 		$343K Sell
19,429
-400
-2% -$6.54K 0.15% 106
2018
Q1 		$298K Sell
19,829
-2,931
-13% -$50.8K 0.13% 107
2017
Q4 		$411K Sell
22,760
-2,638
-10% -$47.3K 0.15% 100
2017
Q3 		$487K Sell
25,398
-40,294
-61% -$785K 0.2% 87
2017
Q2 		$1.26M Sell
65,692
-3,312
-5% -$65.8K 0.48% 54
2017
Q1 		$1.5M Sell
69,004
-319
-0.5% -$6.97K 0.63% 48
2016
Q4 		$1.44M Buy
69,323
+4,990
+8% +$105K 0.64% 47
2016
Q3 		$1.49M Sell
64,333
-14,245
-18% -$302K 0.7% 45
2016
Q2 		$1.47M Buy
78,578
+8,757
+13% +$156K 0.86% 36
2016
Q1 		$1.25M Buy
69,821
+2,578
+4% +$42.2K 0.65% 48
2015
Q4 		$1M Sell
67,243
-12,585
-16% -$300K 0.58% 54
2015
Q3 		$2.21M Sell
79,828
-728
-0.9% -$24.1K 1.2% 23
2015
Q2 		$3.39M Buy
+80,556
New +$3.36M 1.72% 13

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

Ironwood Investment Counsel's KMI Position: Q1 2020 in Review

Ironwood Investment Counsel sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 14,329 shares — an estimated $303K sold.

Ironwood Investment Counsel first reported a position in KMI in Q2 2015 and held it in 19 quarters. The position peaked at $3.39M in Q2 2015. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Ironwood Investment Counsel reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Ironwood Investment Counsel sold 14,329 Kinder Morgan shares in Q1 2020, an estimated $303K.
  • Ironwood Investment Counsel first reported a position in Kinder Morgan in Q2 2015 and held it in 19 quarters.
  • Ironwood Investment Counsel's Kinder Morgan position peaked at $3.39M in Q2 2015.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Ironwood Investment Counsel's 13F filing for Q1 2020, filed 29 Apr 2020.