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Tobias Financial Advisors’s Kinder Morgan KMI Stock Holding History

Tobias Financial 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
-85
Closed -$1K – 171
2019
Q4 		$1K Buy
+85
New +$1.72K ﹤0.01% 270

Other funds holding KMI

Vanguard Group
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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

Tobias Financial Advisors's KMI Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 85 shares — an estimated $1K sold.

Tobias Financial Advisors first reported a position in KMI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 85 Kinder Morgan shares in Q1 2020, an estimated $1K.
  • Tobias Financial Advisors first reported a position in Kinder Morgan in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Kinder Morgan position peaked at $1K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.