SevenBridge Financial Group’s Kinder Morgan KMI Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-1,717	Closed	-$36K	–	377
2019 Q2	$36K	Hold	1,717	–	–	0.01%	321
2019 Q1	$34K	Buy	1,717 +410	+31%	+$7.65K	0.01%	286
2018 Q4	$20K	Sell	1,307 -400	-23%	-$6.77K	0.01%	306
2018 Q3	$30K	Hold	1,707	–	–	0.02%	291
2018 Q2	$30K	Hold	1,707	–	–	0.02%	299
2018 Q1	$26K	Sell	1,707 -424	-20%	-$7.34K	0.01%	320
2017 Q4	$39K	Hold	2,131	–	–	0.02%	290
2017 Q3	$41K	Sell	2,131 -752	-26%	-$14.6K	0.02%	278
2017 Q2	$55K	Hold	2,883	–	–	0.03%	245
2017 Q1	$62K	Sell	2,883 -1,624	-36%	-$35.5K	0.04%	221
2016 Q4	$93K	Hold	4,507	–	–	0.07%	200
2016 Q3	$93K	Sell	4,507 -609	-12%	-$12.9K	0.07%	197
2016 Q2	$96K	Buy	+5,116	New	+$91.2K	0.07%	198

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

SevenBridge Financial Group's KMI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Kinder Morgan (KMI) in Q3 2019, closing a stake of 1,717 shares — an estimated $36K sold.

SevenBridge Financial Group first reported a position in KMI in Q2 2016 and held it in 13 quarters. The position peaked at $96K in Q2 2016. 1,106 funds tracked by Wall St. Rank hold KMI as of Q3 2019.

SevenBridge Financial Group reported no remaining Kinder Morgan position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,717 Kinder Morgan shares in Q3 2019, an estimated $36K.
SevenBridge Financial Group first reported a position in Kinder Morgan in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Kinder Morgan position peaked at $96K in Q2 2016.
1,106 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.