Squar Milner Financial Services’s Kinder Morgan KMI Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-4,065	Closed	-$56K	–	475
2020 Q1	$56K	Sell	4,065 -3,876	-49%	-$73.8K	0.03%	352
2019 Q4	$168K	Buy	+7,941	New	+$161K	0.08%	229
2019 Q3	–	Sell	-11,346	Closed	-$237K	–	481
2019 Q2	$237K	Sell	11,346 -1,045	-8%	-$21.1K	0.16%	140
2019 Q1	$247K	Sell	12,391 -395	-3%	-$7.37K	0.18%	137
2018 Q4	$197K	Sell	12,786 -15	-0.1%	-$254	0.19%	137
2018 Q3	$227K	Buy	12,801 +355	+3%	+$6.35K	0.2%	132
2018 Q2	$220K	Buy	12,446 +510	+4%	+$8.34K	0.19%	139
2018 Q1	$180K	Buy	11,936 +910	+8%	+$15.8K	0.23%	156
2017 Q4	$206K	Buy	+11,026	New	+$198K	0.25%	150

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Squar Milner Financial Services's KMI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Kinder Morgan (KMI) in Q2 2020, closing a stake of 4,065 shares — an estimated $56K sold.

Squar Milner Financial Services first reported a position in KMI in Q4 2017 and held it in 9 quarters. The position peaked at $247K in Q1 2019. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

Squar Milner Financial Services reported no remaining Kinder Morgan position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,065 Kinder Morgan shares in Q2 2020, an estimated $56K.
Squar Milner Financial Services first reported a position in Kinder Morgan in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Kinder Morgan position peaked at $247K in Q1 2019.
1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.