MLFP
KMI icon

MPS Loria Financial Planners’s Kinder Morgan KMI Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-977
Closed -$16K – 357
2021
Q1 		$16K Hold
977
– – 0.01% 254
2020
Q4 		$13K Buy
977
+173
+22% +$2.32K 0.01% 277
2020
Q3 		$10K Hold
804
– – 0.01% 240
2020
Q2 		$12K Buy
+804
New +$12.2K 0.01% 238
2017
Q3 		– Sell
-804
Closed -$15K – 218
2017
Q2 		$15K Buy
+804
New +$16K 0.01% 261

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

MPS Loria Financial Planners's KMI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Kinder Morgan (KMI) in Q2 2021, closing a stake of 977 shares — an estimated $16K sold.

MPS Loria Financial Planners first reported a position in KMI in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q1 2021. 1,173 funds tracked by Wall St. Rank hold KMI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Kinder Morgan position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 977 Kinder Morgan shares in Q2 2021, an estimated $16K.
  • MPS Loria Financial Planners first reported a position in Kinder Morgan in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Kinder Morgan position peaked at $16K in Q1 2021.
  • 1,173 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.