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Moody Lynn & Lieberson’s Kinder Morgan KMI Stock Holding History

Moody Lynn & Lieberson’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
-18,529
Closed -$392K – 186
2019
Q4 		$392K Hold
18,529
– – 0.04% 172
2019
Q3 		$382K Hold
18,529
– – 0.04% 154
2019
Q2 		$387K Hold
18,529
– – 0.04% 165
2019
Q1 		$371K Hold
18,529
– – 0.04% 163
2018
Q4 		$285K Hold
18,529
– – 0.04% 175
2018
Q3 		$329K Hold
18,529
– – 0.03% 182
2018
Q2 		$327K Hold
18,529
– – 0.04% 184
2018
Q1 		$279K Hold
18,529
– – 0.03% 183
2017
Q4 		$338K Hold
18,529
– – 0.04% 189
2017
Q3 		$355K Sell
18,529
-2,452
-12% -$47.8K 0.04% 182
2017
Q2 		$402K Buy
20,981
+2,452
+13% +$48.7K 0.05% 174
2017
Q1 		$403K Buy
18,529
+50
+0.3% +$1.09K 0.06% 138
2016
Q4 		$383K Hold
18,479
– – 0.06% 140
2016
Q3 		$427K Sell
18,479
-705
-4% -$14.9K 0.07% 123
2016
Q2 		$359K Sell
19,184
-94
-0.5% -$1.68K 0.06% 130
2016
Q1 		$344K Sell
19,278
-798
-4% -$13.1K 0.05% 140
2015
Q4 		$300K Sell
20,076
-3,868
-16% -$92.2K 0.05% 152
2015
Q3 		$663K Sell
23,944
-3,594
-13% -$119K 0.13% 89
2015
Q2 		$1.06M Buy
27,538
+93
+0.3% +$3.88K 0.17% 93
2015
Q1 		$1.15M Buy
27,445
+556
+2% +$23K 0.18% 90
2014
Q4 		$1.14M Buy
+26,889
New +$1.06M 0.16% 97

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

Moody Lynn & Lieberson's KMI Position: Q1 2020 in Review

Moody Lynn & Lieberson sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 18,529 shares — an estimated $392K sold.

Moody Lynn & Lieberson first reported a position in KMI in Q4 2014 and held it in 21 quarters. The position peaked at $1.15M in Q1 2015. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Moody Lynn & Lieberson reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 18,529 Kinder Morgan shares in Q1 2020, an estimated $392K.
  • Moody Lynn & Lieberson first reported a position in Kinder Morgan in Q4 2014 and held it in 21 quarters.
  • Moody Lynn & Lieberson's Kinder Morgan position peaked at $1.15M in Q1 2015.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2020, filed 30 Apr 2020.