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Lucia Wealth Services’s Kinder Morgan KMI Stock Holding History

Lucia Wealth Services’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
-39,126
Closed -$828K – 200
2019
Q4 		$828K Buy
39,126
+1,251
+3% +$25.3K 0.25% 69
2019
Q3 		$781K Buy
37,875
+7,886
+26% +$162K 0.26% 66
2019
Q2 		$626K Buy
+29,989
New +$605K 0.22% 72

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

Lucia Wealth Services's KMI Position: Q1 2020 in Review

Lucia Wealth Services sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 39,126 shares — an estimated $828K sold.

Lucia Wealth Services first reported a position in KMI in Q2 2019 and held it in 3 quarters. The position peaked at $828K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Lucia Wealth Services reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 39,126 Kinder Morgan shares in Q1 2020, an estimated $828K.
  • Lucia Wealth Services first reported a position in Kinder Morgan in Q2 2019 and held it in 3 quarters.
  • Lucia Wealth Services's Kinder Morgan position peaked at $828K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.