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RMR Wealth Builders’s Kinder Morgan KMI Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-829
Closed -$14K – 446
2021
Q1 		$14K Buy
829
+332
+67% +$5.07K ﹤0.01% 561
2020
Q4 		$7K Buy
+497
New +$6.65K ﹤0.01% 435
2020
Q3 		– Sell
-2,532
Closed -$38K – 354
2020
Q2 		$38K Buy
+2,532
New +$38.5K 0.03% 252
2019
Q4 		$26K Buy
+1,223
New +$24.8K 0.03% 291

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

RMR Wealth Builders's KMI Position: Q2 2021 in Review

RMR Wealth Builders sold out of Kinder Morgan (KMI) in Q2 2021, closing a stake of 829 shares — an estimated $14K sold.

RMR Wealth Builders first reported a position in KMI in Q4 2019 and held it in 4 quarters. The position peaked at $38K in Q2 2020. 1,173 funds tracked by Wall St. Rank hold KMI as of Q2 2021.

  • RMR Wealth Builders reported no remaining Kinder Morgan position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 829 Kinder Morgan shares in Q2 2021, an estimated $14K.
  • RMR Wealth Builders first reported a position in Kinder Morgan in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Kinder Morgan position peaked at $38K in Q2 2020.
  • 1,173 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.