Reilly Financial Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $338K | Sell |
21,320
-83
| -0.4% | -$1.38K | 0.03% | 172 |
|
|
2021
Q3 | $358K | Buy |
21,403
+203
| +1% | +$3.45K | 0.03% | 156 |
|
|
2021
Q2 | $386K | Sell |
21,200
-210
| -1% | -$3.74K | 0.03% | 161 |
|
|
2021
Q1 | $356K | Buy |
21,410
+210
| +1% | +$3.21K | 0.03% | 157 |
|
|
2020
Q4 | $290K | Hold |
21,200
| – | – | 0.03% | 160 |
|
|
2020
Q3 | $261K | Buy |
21,200
+16,200
| +324% | +$226K | 0.03% | 163 |
|
|
2020
Q2 | $76K | Sell |
5,000
-725
| -13% | -$11K | 0.01% | 255 |
|
|
2020
Q1 | $80K | Sell |
5,725
-54
| -0.9% | -$1.03K | 0.01% | 239 |
|
|
2019
Q4 | $122K | Sell |
5,779
-286
| -5% | -$5.79K | 0.01% | 221 |
|
|
2019
Q3 | $125K | Sell |
6,065
-2,521
| -29% | -$51.8K | 0.02% | 224 |
|
|
2019
Q2 | $179K | Buy |
8,586
+2,340
| +37% | +$47.2K | 0.02% | 190 |
|
|
2019
Q1 | $125K | Sell |
6,246
-250
| -4% | -$4.67K | 0.02% | 215 |
|
|
2018
Q4 | $100K | Buy |
6,496
+181
| +3% | +$3.06K | 0.01% | 233 |
|
|
2018
Q3 | $112K | Hold |
6,315
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $112K | Hold |
6,315
| – | – | 0.02% | 207 |
|
|
2018
Q1 | $95K | Buy |
6,315
+1,298
| +26% | +$22.5K | 0.01% | 226 |
|
|
2017
Q4 | $91K | Hold |
5,017
| – | – | 0.01% | 245 |
|
|
2017
Q3 | $96K | Hold |
5,017
| – | – | 0.01% | 218 |
|
|
2017
Q2 | $96K | Sell |
5,017
-219
| -4% | -$4.35K | 0.01% | 217 |
|
|
2017
Q1 | $114K | Sell |
5,236
-219
| -4% | -$4.79K | 0.02% | 191 |
|
|
2016
Q4 | $113K | Sell |
5,455
-2,656
| -33% | -$56.1K | 0.02% | 185 |
|
|
2016
Q3 | $188K | Buy |
8,111
+575
| +8% | +$12.2K | 0.03% | 144 |
|
|
2016
Q2 | $141K | Sell |
7,536
-646
| -8% | -$11.5K | 0.03% | 161 |
|
|
2016
Q1 | $146K | Buy |
8,182
+1,000
| +14% | +$16.4K | 0.03% | 219 |
|
|
2015
Q4 | $107K | Sell |
7,182
-3,108
| -30% | -$74.1K | 0.02% | 264 |
|
|
2015
Q3 | $285K | Buy |
10,290
+640
| +7% | +$21.2K | 0.05% | 149 |
|
|
2015
Q2 | $370K | Buy |
9,650
+2,199
| +30% | +$91.8K | 0.06% | 136 |
|
|
2015
Q1 | $313K | Buy |
7,451
+742
| +11% | +$30.7K | 0.06% | 147 |
|
|
2014
Q4 | $284K | Buy |
6,709
+4,575
| +214% | +$180K | 0.07% | 118 |
|
|
2014
Q3 | $82K | Hold |
2,134
| – | – | 0.02% | 202 |
|
|
2014
Q2 | $77K | Hold |
2,134
| – | – | 0.02% | 212 |
|
|
2014
Q1 | $69K | Hold |
2,134
| – | – | 0.02% | 229 |
|
|
2013
Q4 | $77K | Buy |
2,134
+1,065
| +100% | +$37.3K | 0.02% | 197 |
|
|
2013
Q3 | $38K | Hold |
1,069
| – | – | 0.01% | 255 |
|
|
2013
Q2 | $41K | Buy |
+1,069
| New | +$41.5K | 0.01% | 247 |
|
Other funds holding KMI
Reilly Financial Advisors's KMI Position: Q4 2021 in Review
Reilly Financial Advisors reduced its Kinder Morgan (KMI) stake by 0.39% in Q4 2021, selling an estimated $1.38K and leaving 21,320 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #172.
Reilly Financial Advisors first reported a position in KMI in Q2 2013 and has held it in 35 quarters since. The position peaked at $386K in Q2 2021. 1,276 funds tracked by Wall St. Rank hold KMI as of Q4 2021.
- Reilly Financial Advisors held 21,320 shares of Kinder Morgan worth $338K as of Q4 2021.
- Reilly Financial Advisors sold 83 Kinder Morgan shares in Q4 2021, an estimated $1.38K.
- Kinder Morgan made up 0.03% of Reilly Financial Advisors's portfolio in Q4 2021, its #172 holding.
- Reilly Financial Advisors first reported a position in Kinder Morgan in Q2 2013 and has held it in 35 quarters since.
- Reilly Financial Advisors's Kinder Morgan position peaked at $386K in Q2 2021.
- 1,276 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.