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Ropes Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Ropes Wealth Advisors’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
Q1 		– Sell
-7,345
Closed -$100K – 530
2020
Q4 		$100K Sell
7,345
-20,017
-73% -$268K 0.02% 313
2020
Q3 		$337K Buy
27,362
+5,875
+27% +$81.9K 0.07% 166
2020
Q2 		$326K Sell
21,487
-913
-4% -$13.9K 0.07% 161
2020
Q1 		$312K Buy
22,400
+428
+2% +$8.14K 0.08% 147
2019
Q4 		$465K Buy
21,972
+4,942
+29% +$100K 0.1% 148
2019
Q3 		$351K Buy
17,030
+598
+4% +$12.3K 0.07% 167
2019
Q2 		$343K Buy
16,432
+675
+4% +$13.6K 0.07% 176
2019
Q1 		$315K Sell
15,757
-1,733
-10% -$32.4K 0.08% 179
2018
Q4 		$269K Buy
17,490
+717
+4% +$12.1K 0.08% 185
2018
Q3 		$297K Sell
16,773
-1,571
-9% -$28.1K 0.07% 190
2018
Q2 		$324K Sell
18,344
-1,298
-7% -$21.2K 0.09% 185
2018
Q1 		$296K Buy
19,642
+3,550
+22% +$61.5K 0.08% 187
2017
Q4 		$291K Sell
16,092
-11,290
-41% -$203K 0.08% 185
2017
Q3 		$525K Sell
27,382
-1,314
-5% -$25.6K 0.14% 131
2017
Q2 		$550K Buy
28,696
+1,828
+7% +$36.3K 0.16% 121
2017
Q1 		$584K Buy
26,868
+15,248
+131% +$333K 0.17% 119
2016
Q4 		$241K Buy
11,620
+6,233
+116% +$132K 0.08% 182
2016
Q3 		$125K Hold
5,387
– – 0.04% 227
2016
Q2 		$101K Buy
5,387
+683
+15% +$12.2K 0.04% 233
2016
Q1 		$84K Buy
4,704
+272
+6% +$4.45K 0.04% 194
2015
Q4 		$66K Hold
4,432
– – 0.03% 226
2015
Q3 		$123K Sell
4,432
-204
-4% -$6.75K 0.06% 174
2015
Q2 		$178K Sell
4,636
-6,096
-57% -$254K 0.1% 127
2015
Q1 		$451K Buy
+10,732
New +$444K 0.23% 75

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Ropes Wealth Advisors's KMI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2021, closing a stake of 7,345 shares — an estimated $100K sold.

Ropes Wealth Advisors first reported a position in KMI in Q1 2015 and held it in 24 quarters. The position peaked at $584K in Q1 2017. 1,145 funds tracked by Wall St. Rank hold KMI as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 7,345 Kinder Morgan shares in Q1 2021, an estimated $100K.
  • Ropes Wealth Advisors first reported a position in Kinder Morgan in Q1 2015 and held it in 24 quarters.
  • Ropes Wealth Advisors's Kinder Morgan position peaked at $584K in Q1 2017.
  • 1,145 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.