PWM
KMI icon

PRW Wealth Management’s Kinder Morgan KMI Stock Holding History

PRW 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
2019
Q2 		– Sell
-527
Closed -$11K – 379
2019
Q1 		$11K Sell
527
-130
-20% -$2.43K 0.01% 273
2018
Q4 		$10K Buy
+657
New +$11.1K 0.01% 287

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's KMI Position: Q2 2019 in Review

PRW Wealth Management sold out of Kinder Morgan (KMI) in Q2 2019, closing a stake of 527 shares — an estimated $11K sold.

PRW Wealth Management first reported a position in KMI in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 1,121 funds tracked by Wall St. Rank hold KMI as of Q2 2019.

  • PRW Wealth Management reported no remaining Kinder Morgan position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 527 Kinder Morgan shares in Q2 2019, an estimated $11K.
  • PRW Wealth Management first reported a position in Kinder Morgan in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Kinder Morgan position peaked at $11K in Q1 2019.
  • 1,121 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.