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Mariner Wealth Advisors (Cincinnati)’s Kinder Morgan KMI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$989K Buy
55,769
+9,174
+20% +$164K 0.05% 142
2018
Q2 		$823K Sell
46,595
-305
-0.7% -$4.99K 0.05% 143
2018
Q1 		$706K Sell
46,900
-1,099
-2% -$19K 0.04% 154
2017
Q4 		$867K Buy
47,999
+16,229
+51% +$291K 0.05% 134
2017
Q3 		$609K Sell
31,770
-1,695
-5% -$33K 0.04% 149
2017
Q2 		$641K Buy
33,465
+458
+1% +$9.11K 0.04% 148
2017
Q1 		$718K Buy
33,007
+720
+2% +$15.7K 0.05% 140
2016
Q4 		$669K Buy
32,287
+3,141
+11% +$66.4K 0.05% 139
2016
Q3 		$674K Buy
29,146
+360
+1% +$7.63K 0.06% 137
2016
Q2 		$539K Buy
28,786
+7,754
+37% +$138K 0.05% 158
2016
Q1 		$376K Sell
21,032
-9,296
-31% -$152K 0.04% 174
2015
Q4 		$452K Buy
+30,328
New +$723K 0.04% 157
2015
Q1 		$5.83M Sell
138,556
-8,877
-6% -$368K 0.82% 41
2014
Q4 		$6.24M Buy
147,433
+75,988
+106% +$2.99M 0.9% 39
2014
Q3 		$2.74M Buy
+71,445
New +$2.71M 0.44% 46

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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Mariner Wealth Advisors (Cincinnati)'s KMI Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Kinder Morgan (KMI) stake by 20% in Q3 2018, buying an estimated $164K and bringing the position to 55,769 shares worth $989K. The position accounts for 0.05% of the portfolio, ranked #142.

Mariner Wealth Advisors (Cincinnati) first reported a position in KMI in Q3 2014 and has held it in 15 quarters since. The position peaked at $6.24M in Q4 2014. 1,059 funds tracked by Wall St. Rank hold KMI as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 55,769 shares of Kinder Morgan worth $989K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 9,174 Kinder Morgan shares in Q3 2018, an estimated $164K.
  • Kinder Morgan made up 0.05% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #142 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Kinder Morgan in Q3 2014 and has held it in 15 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Kinder Morgan position peaked at $6.24M in Q4 2014.
  • 1,059 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.