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Legacy Capital Partners’s Kinder Morgan KMI Stock Holding History

Legacy Capital Partners’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
Q2 		– Sell
-11,224
Closed -$156K – 150
2020
Q1 		$156K Sell
11,224
-2,400
-18% -$45.7K 0.08% 133
2019
Q4 		$288K Buy
13,624
+1,300
+11% +$26.3K 0.12% 121
2019
Q3 		$254K Buy
12,324
+2,500
+25% +$51.3K 0.11% 132
2019
Q2 		$205K Buy
+9,824
New +$198K 0.09% 136

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State Street
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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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Legacy Capital Partners's KMI Position: Q2 2020 in Review

Legacy Capital Partners sold out of Kinder Morgan (KMI) in Q2 2020, closing a stake of 11,224 shares — an estimated $156K sold.

Legacy Capital Partners first reported a position in KMI in Q2 2019 and held it in 4 quarters. The position peaked at $288K in Q4 2019. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

  • Legacy Capital Partners reported no remaining Kinder Morgan position as of Q2 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 11,224 Kinder Morgan shares in Q2 2020, an estimated $156K.
  • Legacy Capital Partners first reported a position in Kinder Morgan in Q2 2019 and held it in 4 quarters.
  • Legacy Capital Partners's Kinder Morgan position peaked at $288K in Q4 2019.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on Legacy Capital Partners's 13F filing for Q2 2020, filed 7 Jul 2020.