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Novare Capital Management’s Kinder Morgan KMI Stock Holding History

Novare Capital 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
2020
Q4 		– Sell
-76,529
Closed -$944K – 147
2020
Q3 		$944K Sell
76,529
-5,400
-7% -$75.3K 0.13% 93
2020
Q2 		$1.24M Buy
+81,929
New +$1.25M 0.19% 90

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Novare Capital Management's KMI Position: Q4 2020 in Review

Novare Capital Management sold out of Kinder Morgan (KMI) in Q4 2020, closing a stake of 76,529 shares — an estimated $944K sold.

Novare Capital Management first reported a position in KMI in Q2 2020 and held it in 2 quarters. The position peaked at $1.24M in Q2 2020. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

  • Novare Capital Management reported no remaining Kinder Morgan position as of Q4 2020 after selling out during the quarter.
  • Novare Capital Management sold 76,529 Kinder Morgan shares in Q4 2020, an estimated $944K.
  • Novare Capital Management first reported a position in Kinder Morgan in Q2 2020 and held it in 2 quarters.
  • Novare Capital Management's Kinder Morgan position peaked at $1.24M in Q2 2020.
  • 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on Novare Capital Management's 13F filing for Q4 2020, filed 1 Feb 2021.