RW
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REDW Wealth’s Kinder Morgan KMI Stock Holding History

REDW Wealth’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
Q4 		– Sell
-14,413
Closed -$297K – 85
2019
Q3 		$297K Buy
14,413
+2,500
+21% +$51.3K 0.17% 61
2019
Q2 		$248K Buy
11,913
+400
+3% +$8.07K 0.15% 69
2019
Q1 		$230K Hold
11,513
– – 0.14% 73
2018
Q4 		$177K Buy
+11,513
New +$195K 0.12% 76
2017
Q1 		– Sell
-10,095
Closed -$209K – 74
2016
Q4 		$209K Buy
+10,095
New +$213K 0.24% 69

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

REDW Wealth's KMI Position: Q4 2019 in Review

REDW Wealth sold out of Kinder Morgan (KMI) in Q4 2019, closing a stake of 14,413 shares — an estimated $297K sold.

REDW Wealth first reported a position in KMI in Q4 2016 and held it in 5 quarters. The position peaked at $297K in Q3 2019. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

  • REDW Wealth reported no remaining Kinder Morgan position as of Q4 2019 after selling out during the quarter.
  • REDW Wealth sold 14,413 Kinder Morgan shares in Q4 2019, an estimated $297K.
  • REDW Wealth first reported a position in Kinder Morgan in Q4 2016 and held it in 5 quarters.
  • REDW Wealth's Kinder Morgan position peaked at $297K in Q3 2019.
  • 1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on REDW Wealth's 13F filing for Q4 2019, filed 5 Feb 2020.