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Polaris Wealth Advisory Group’s Kinder Morgan KMI Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-1,175
Closed -$21K – 309
2018
Q3 		$21K Buy
1,175
+721
+159% +$12.9K ﹤0.01% 323
2018
Q2 		$7K Hold
454
– – ﹤0.01% 213
2018
Q1 		$7K Buy
+454
New +$7.87K ﹤0.01% 386
2016
Q1 		– Sell
-13,809
Closed -$206K – 128
2015
Q4 		$206K Buy
+13,809
New +$329K 0.03% 137

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

Polaris Wealth Advisory Group's KMI Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 1,175 shares — an estimated $21K sold.

Polaris Wealth Advisory Group first reported a position in KMI in Q4 2015 and held it in 4 quarters. The position peaked at $206K in Q4 2015. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,175 Kinder Morgan shares in Q4 2018, an estimated $21K.
  • Polaris Wealth Advisory Group first reported a position in Kinder Morgan in Q4 2015 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Kinder Morgan position peaked at $206K in Q4 2015.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.