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Omnia Family Wealth’s Kinder Morgan KMI Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-338
Closed -$7K – 324
2019
Q1 		$7K Hold
338
– – ﹤0.01% 286
2018
Q4 		$5K Sell
338
-4
-1% -$68 ﹤0.01% 290
2018
Q3 		$6K Buy
+342
New +$6.11K ﹤0.01% 293
2018
Q2 		– Sell
-89
Closed -$1K – 589
2018
Q1 		$1K Sell
89
-839
-90% -$14.5K ﹤0.01% 550
2017
Q4 		$17K Buy
928
+310
+50% +$5.56K 0.01% 246
2017
Q3 		$12K Sell
618
-185
-23% -$3.6K 0.01% 252
2017
Q2 		$15K Buy
803
+236
+42% +$4.69K 0.01% 239
2017
Q1 		$12K Sell
567
-1,381
-71% -$30.2K 0.01% 258
2016
Q4 		$40K Buy
+1,948
New +$41.2K 0.02% 170

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Omnia Family Wealth's KMI Position: Q2 2019 in Review

Omnia Family Wealth sold out of Kinder Morgan (KMI) in Q2 2019, closing a stake of 338 shares — an estimated $7K sold.

Omnia Family Wealth first reported a position in KMI in Q4 2016 and held it in 9 quarters. The position peaked at $40K in Q4 2016. 1,121 funds tracked by Wall St. Rank hold KMI as of Q2 2019.

  • Omnia Family Wealth reported no remaining Kinder Morgan position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 338 Kinder Morgan shares in Q2 2019, an estimated $7K.
  • Omnia Family Wealth first reported a position in Kinder Morgan in Q4 2016 and held it in 9 quarters.
  • Omnia Family Wealth's Kinder Morgan position peaked at $40K in Q4 2016.
  • 1,121 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.