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Stonebridge Financial Planning Group’s Kinder Morgan KMI Stock Holding History

Stonebridge Financial Planning 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
2020
Q4 		– Sell
-573
Closed -$7K – 398
2020
Q3 		$7K Sell
573
-1,115
-66% -$15.5K 0.01% 334
2020
Q2 		$26K Buy
1,688
+29
+2% +$441 0.02% 231
2020
Q1 		$25K Buy
1,659
+19
+1% +$362 0.02% 224
2019
Q4 		$35K Buy
+1,640
New +$33.2K 0.03% 190

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stonebridge Financial Planning Group's KMI Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of Kinder Morgan (KMI) in Q4 2020, closing a stake of 573 shares — an estimated $7K sold.

Stonebridge Financial Planning Group first reported a position in KMI in Q4 2019 and held it in 4 quarters. The position peaked at $35K in Q4 2019. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining Kinder Morgan position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 573 Kinder Morgan shares in Q4 2020, an estimated $7K.
  • Stonebridge Financial Planning Group first reported a position in Kinder Morgan in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Kinder Morgan position peaked at $35K in Q4 2019.
  • 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.