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Oak Point Wealth Management’s Kinder Morgan KMI Stock Holding History

Oak Point 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
2018
Q1 		$12K Buy
826
+138
+20% +$2.39K 0.01% 142
2017
Q4 		$12K Buy
+688
New +$12.3K 0.01% 143

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Point Wealth Management's KMI Position: Q1 2018 in Review

Oak Point Wealth Management increased its Kinder Morgan (KMI) stake by 20% in Q1 2018, buying an estimated $2.39K and bringing the position to 826 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #142.

Oak Point Wealth Management first reported a position in KMI in Q4 2017 and has held it in 2 quarters since. 1,044 funds tracked by Wall St. Rank hold KMI as of Q1 2018.

  • Oak Point Wealth Management held 826 shares of Kinder Morgan worth $12K as of Q1 2018.
  • Oak Point Wealth Management bought 138 Kinder Morgan shares in Q1 2018, an estimated $2.39K.
  • Kinder Morgan made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #142 holding.
  • Oak Point Wealth Management first reported a position in Kinder Morgan in Q4 2017 and has held it in 2 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.