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PFS Investments’s Kinder Morgan KMI Stock Holding History

PFS Investments’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
-156,444
Closed -$1.93M – 290
2020
Q3 		$1.93M Buy
156,444
+13,028
+9% +$182K 0.06% 191
2020
Q2 		$2.18M Buy
143,416
+24,429
+21% +$371K 0.08% 160
2020
Q1 		$1.66M Buy
118,987
+38,155
+47% +$726K 0.07% 162
2019
Q4 		$1.71M Buy
80,832
+36,931
+84% +$747K 0.07% 154
2019
Q3 		$905K Buy
43,901
+21,851
+99% +$449K 0.04% 155
2019
Q2 		$465K Buy
+22,050
New +$445K 0.02% 153

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

PFS Investments's KMI Position: Q4 2020 in Review

PFS Investments sold out of Kinder Morgan (KMI) in Q4 2020, closing a stake of 156,444 shares — an estimated $1.93M sold.

PFS Investments first reported a position in KMI in Q2 2019 and held it in 6 quarters. The position peaked at $2.18M in Q2 2020. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

  • PFS Investments reported no remaining Kinder Morgan position as of Q4 2020 after selling out during the quarter.
  • PFS Investments sold 156,444 Kinder Morgan shares in Q4 2020, an estimated $1.93M.
  • PFS Investments first reported a position in Kinder Morgan in Q2 2019 and held it in 6 quarters.
  • PFS Investments's Kinder Morgan position peaked at $2.18M in Q2 2020.
  • 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on PFS Investments's 13F filing for Q4 2020, filed 16 Feb 2021.