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JOYN Advisors’s Kinder Morgan KMI Stock Holding History

JOYN 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
Q1 		– Sell
-4,248
Closed -$65K – 792
2018
Q4 		$65K Buy
4,248
+26
+0.6% +$440 0.01% 273
2018
Q3 		$75K Buy
4,222
+951
+29% +$17K 0.01% 285
2018
Q2 		$58K Buy
3,271
+3,137
+2,341% +$51.3K 0.01% 356
2018
Q1 		$2K Buy
+134
New +$2.32K ﹤0.01% 1070

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

JOYN Advisors's KMI Position: Q1 2019 in Review

JOYN Advisors sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 4,248 shares — an estimated $65K sold.

JOYN Advisors first reported a position in KMI in Q1 2018 and held it in 4 quarters. The position peaked at $75K in Q3 2018. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • JOYN Advisors reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 4,248 Kinder Morgan shares in Q1 2019, an estimated $65K.
  • JOYN Advisors first reported a position in Kinder Morgan in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Kinder Morgan position peaked at $75K in Q3 2018.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.