Mid Atlantic Financial Management’s Kinder Morgan KMI Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$791K	Sell	47,299 -11,362	-19%	-$193K	0.05%	319
2021 Q2	$1.07M	Buy	58,661 +21,313	+57%	+$380K	0.07%	234
2021 Q1	$622K	Buy	37,348 +9,758	+35%	+$149K	0.05%	371
2020 Q4	$377K	Buy	27,590 +3,899	+16%	+$52.2K	0.03%	492
2020 Q3	$291K	Buy	23,691 +361	+2%	+$5.03K	0.03%	531
2020 Q2	$354K	Sell	23,330 -7,472	-24%	-$114K	0.03%	433
2020 Q1	$429K	Buy	30,802 +1,577	+5%	+$30K	0.05%	342
2019 Q4	$619K	Buy	29,225 +6,641	+29%	+$134K	0.06%	330
2019 Q3	$465K	Sell	22,584 -3,436	-13%	-$70.5K	0.05%	373
2019 Q2	$543K	Buy	26,020 +3,834	+17%	+$77.3K	0.06%	347
2019 Q1	$444K	Sell	22,186 -6,173	-22%	-$115K	0.05%	395
2018 Q4	$436K	Buy	+28,359	New	+$480K	0.05%	367

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Mid Atlantic Financial Management's KMI Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Kinder Morgan (KMI) stake by 19% in Q3 2021, selling an estimated $193K and leaving 47,299 shares worth $791K. The position accounts for 0.05% of the portfolio, ranked #319.

Mid Atlantic Financial Management first reported a position in KMI in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.07M in Q2 2021. 1,202 funds tracked by Wall St. Rank hold KMI as of Q3 2021.

Mid Atlantic Financial Management held 47,299 shares of Kinder Morgan worth $791K as of Q3 2021.
Mid Atlantic Financial Management sold 11,362 Kinder Morgan shares in Q3 2021, an estimated $193K.
Kinder Morgan made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #319 holding.
Mid Atlantic Financial Management first reported a position in Kinder Morgan in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Kinder Morgan position peaked at $1.07M in Q2 2021.
1,202 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.