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Peterson Wealth Management’s Kinder Morgan KMI Stock Holding History

Peterson 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
2020
Q2 		– Sell
-18,595
Closed -$259K – 46
2020
Q1 		$259K Hold
18,595
– – 0.32% 35
2019
Q4 		$399K Buy
+18,595
New +$376K 0.36% 32

Other funds holding KMI

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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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Peterson Wealth Management's KMI Position: Q2 2020 in Review

Peterson Wealth Management sold out of Kinder Morgan (KMI) in Q2 2020, closing a stake of 18,595 shares — an estimated $259K sold.

Peterson Wealth Management first reported a position in KMI in Q4 2019 and held it in 2 quarters. The position peaked at $399K in Q4 2019. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

  • Peterson Wealth Management reported no remaining Kinder Morgan position as of Q2 2020 after selling out during the quarter.
  • Peterson Wealth Management sold 18,595 Kinder Morgan shares in Q2 2020, an estimated $259K.
  • Peterson Wealth Management first reported a position in Kinder Morgan in Q4 2019 and held it in 2 quarters.
  • Peterson Wealth Management's Kinder Morgan position peaked at $399K in Q4 2019.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on Peterson Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.