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Strategic Advisors’s Kinder Morgan KMI Stock Holding History

Strategic 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
2020
Q1 		– Sell
-25,992
Closed -$550K – 160
2019
Q4 		$550K Sell
25,992
-477
-2% -$9.65K 0.19% 104
2019
Q3 		$546K Buy
26,469
+8,654
+49% +$178K 0.2% 95
2019
Q2 		$371K Sell
17,815
-11,164
-39% -$225K 0.14% 124
2019
Q1 		$580K Buy
28,979
+11,195
+63% +$209K 0.22% 93
2018
Q4 		$274K Buy
+17,784
New +$301K 0.12% 125
2015
Q4 		– Sell
-16,572
Closed -$459K – 124
2015
Q3 		$459K Sell
16,572
-2,130
-11% -$70.5K 0.32% 87
2015
Q2 		$718K Buy
+18,702
New +$781K 0.46% 73

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Strategic Advisors's KMI Position: Q1 2020 in Review

Strategic Advisors sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 25,992 shares — an estimated $550K sold.

Strategic Advisors first reported a position in KMI in Q2 2015 and held it in 7 quarters. The position peaked at $718K in Q2 2015. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Strategic Advisors reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Strategic Advisors sold 25,992 Kinder Morgan shares in Q1 2020, an estimated $550K.
  • Strategic Advisors first reported a position in Kinder Morgan in Q2 2015 and held it in 7 quarters.
  • Strategic Advisors's Kinder Morgan position peaked at $718K in Q2 2015.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Strategic Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.