Taylor Hoffman Wealth Management’s Kinder Morgan KMI Stock Holding History

Taylor Hoffman Wealth Management’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	-1,300	Closed	-$28K	–	250
2019 Q4	$28K	Hold	1,300	–	–	0.02%	255
2019 Q3	$27K	Hold	1,300	–	–	0.02%	249
2019 Q2	$27K	Sell	1,300 -5,000	-79%	-$101K	0.02%	234
2019 Q1	$126K	Sell	6,300 -2,699	-30%	-$50.4K	0.09%	133
2018 Q4	$138K	Hold	8,999	–	–	0.12%	115
2018 Q3	$160K	Hold	8,999	–	–	0.13%	110
2018 Q2	$159K	Hold	8,999	–	–	0.14%	109
2018 Q1	$136K	Sell	8,999 -1,428	-14%	-$24.7K	0.12%	118
2017 Q4	$188K	Buy	+10,427	New	+$187K	0.18%	100

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

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 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

Taylor Hoffman Wealth Management's KMI Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 1,300 shares — an estimated $28K sold.

Taylor Hoffman Wealth Management first reported a position in KMI in Q4 2017 and held it in 9 quarters. The position peaked at $188K in Q4 2017. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

Taylor Hoffman Wealth Management reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,300 Kinder Morgan shares in Q1 2020, an estimated $28K.
Taylor Hoffman Wealth Management first reported a position in Kinder Morgan in Q4 2017 and held it in 9 quarters.
Taylor Hoffman Wealth Management's Kinder Morgan position peaked at $188K in Q4 2017.
1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.