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Pacific Financial Group’s Kinder Morgan KMI Stock Holding History

Pacific Financial Group’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
-140
Closed -$2K – 87
2020
Q3 		$2K Buy
+140
New +$1.95K ﹤0.01% 114
2015
Q1 		– Sell
-400
Closed -$17K – 122
2014
Q4 		$17K Buy
+400
New +$15.8K 0.01% 120

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

Pacific Financial Group's KMI Position: Q4 2020 in Review

Pacific Financial Group sold out of Kinder Morgan (KMI) in Q4 2020, closing a stake of 140 shares — an estimated $2K sold.

Pacific Financial Group first reported a position in KMI in Q4 2014 and held it in 2 quarters. The position peaked at $17K in Q4 2014. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

  • Pacific Financial Group reported no remaining Kinder Morgan position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 140 Kinder Morgan shares in Q4 2020, an estimated $2K.
  • Pacific Financial Group first reported a position in Kinder Morgan in Q4 2014 and held it in 2 quarters.
  • Pacific Financial Group's Kinder Morgan position peaked at $17K in Q4 2014.
  • 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.