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Merriman Wealth Management’s Kinder Morgan KMI Stock Holding History

Merriman 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
2019
Q1 		– Sell
-28,220
Closed -$458K – 215
2018
Q4 		$458K Buy
28,220
+7,924
+39% +$134K 0.1% 96
2018
Q3 		$360K Sell
20,296
-4,842
-19% -$86.6K 0.08% 127
2018
Q2 		$444K Sell
25,138
-6,982
-22% -$114K 0.1% 116
2018
Q1 		$484K Sell
32,120
-23,781
-43% -$412K 0.13% 123
2017
Q4 		$1.01M Buy
55,901
+7,540
+16% +$135K 0.25% 81
2017
Q3 		$928K Sell
48,361
-11,120
-19% -$217K 0.22% 84
2017
Q2 		$1.14M Buy
59,481
+239
+0.4% +$4.75K 0.32% 58
2017
Q1 		$1.29M Sell
59,242
-550
-0.9% -$12K 0.31% 69
2016
Q4 		$1.24M Sell
59,792
-1,571
-3% -$33.2K 0.34% 64
2016
Q3 		$1.42M Sell
61,363
-4,955
-7% -$105K 0.29% 74
2016
Q2 		$1.24M Buy
+66,318
New +$1.18M 0.35% 66

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

Merriman Wealth Management's KMI Position: Q1 2019 in Review

Merriman Wealth Management sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 28,220 shares — an estimated $458K sold.

Merriman Wealth Management first reported a position in KMI in Q2 2016 and held it in 11 quarters. The position peaked at $1.42M in Q3 2016. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • Merriman Wealth Management reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 28,220 Kinder Morgan shares in Q1 2019, an estimated $458K.
  • Merriman Wealth Management first reported a position in Kinder Morgan in Q2 2016 and held it in 11 quarters.
  • Merriman Wealth Management's Kinder Morgan position peaked at $1.42M in Q3 2016.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.