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Lenox Wealth Management’s Kinder Morgan KMI Stock Holding History

Lenox Wealth Management’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 		$4K Hold
300
– – ﹤0.01% 559
2020
Q1 		$4K Hold
300
– – ﹤0.01% 522
2019
Q4 		$6K Hold
300
– – ﹤0.01% 507
2019
Q3 		$6K Hold
300
– – ﹤0.01% 513
2019
Q2 		$6K Buy
+300
New +$6.05K ﹤0.01% 496

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
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

Lenox Wealth Management's KMI Position: Q2 2020 in Review

Lenox Wealth Management held its Kinder Morgan (KMI) position steady in Q2 2020 at 300 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Lenox Wealth Management first reported a position in KMI in Q2 2019 and has held it in 5 quarters since. The position peaked at $6K in Q4 2019. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

  • Lenox Wealth Management held 300 shares of Kinder Morgan worth $4K as of Q2 2020.
  • Lenox Wealth Management left its Kinder Morgan share count unchanged in Q2 2020.
  • Kinder Morgan made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #559 holding.
  • Lenox Wealth Management first reported a position in Kinder Morgan in Q2 2019 and has held it in 5 quarters since.
  • Lenox Wealth Management's Kinder Morgan position peaked at $6K in Q4 2019.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.