PFA
KMI icon

Paradigm Financial Advisors’s Kinder Morgan KMI Stock Holding History

Paradigm Financial Advisors’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
Q4 		– Sell
-40,541
Closed -$718K – 134
2018
Q3 		$718K Sell
40,541
-11,832
-23% -$212K 0.28% 60
2018
Q2 		$925K Sell
52,373
-20,435
-28% -$334K 0.39% 52
2018
Q1 		$1.1M Sell
72,808
-1,469
-2% -$25.4K 0.48% 48
2017
Q4 		$1.34M Sell
74,277
-2,998
-4% -$53.8K 0.61% 42
2017
Q3 		$1.48M Sell
77,275
-86
-0.1% -$1.68K 0.72% 38
2017
Q2 		$1.48M Buy
77,361
+2,082
+3% +$41.4K 0.75% 38
2017
Q1 		$1.64M Buy
75,279
+2,300
+3% +$50.3K 0.84% 35
2016
Q4 		$1.51M Sell
72,979
-6,178
-8% -$131K 0.83% 36
2016
Q3 		$1.83M Sell
79,157
-2,541
-3% -$53.8K 1.1% 32
2016
Q2 		$1.53M Buy
81,698
+901
+1% +$16.1K 0.93% 33
2016
Q1 		$1.44M Buy
80,797
+14,875
+23% +$243K 0.56% 34
2015
Q4 		$983K Sell
65,922
-3,941
-6% -$93.9K 0.62% 37
2015
Q3 		$1.93M Buy
69,863
+5,778
+9% +$191K 1.27% 27
2015
Q2 		$2.46M Buy
64,085
+3,089
+5% +$129K 1.85% 22
2015
Q1 		$2.56M Buy
60,996
+290
+0.5% +$12K 1.98% 23
2014
Q4 		$2.57M Buy
+60,706
New +$2.39M 2.09% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paradigm Financial Advisors's KMI Position: Q4 2018 in Review

Paradigm Financial Advisors sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 40,541 shares — an estimated $718K sold.

Paradigm Financial Advisors first reported a position in KMI in Q4 2014 and held it in 16 quarters. The position peaked at $2.57M in Q4 2014. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Paradigm Financial Advisors reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
  • Paradigm Financial Advisors sold 40,541 Kinder Morgan shares in Q4 2018, an estimated $718K.
  • Paradigm Financial Advisors first reported a position in Kinder Morgan in Q4 2014 and held it in 16 quarters.
  • Paradigm Financial Advisors's Kinder Morgan position peaked at $2.57M in Q4 2014.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Paradigm Financial Advisors's 13F filing for Q4 2018, filed 6 Feb 2019.