TrueWealth LLC’s Kinder Morgan KMI Stock Holding History

TrueWealth LLC’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	$3K	Sell	205 -267	-57%	-$4.06K	﹤0.01%	612
2020 Q1	$7K	Buy	472 +194	+70%	+$3.69K	﹤0.01%	502
2019 Q4	$6K	Buy	278 +268	+2,680%	+$5.42K	﹤0.01%	545
2019 Q3	$0	Hold	10	–	–	﹤0.01%	719
2019 Q2	$0	Hold	10	–	–	﹤0.01%	746
2019 Q1	$0	Hold	10	–	–	﹤0.01%	747
2018 Q4	$0	Hold	10	–	–	﹤0.01%	776
2018 Q3	$0	Hold	10	–	–	﹤0.01%	833
2018 Q2	$0	Sell	10 -58	-85%	-$949	﹤0.01%	850
2018 Q1	$1K	Buy	68 +58	+580%	+$1K	﹤0.01%	756
2017 Q4	$0	Buy	+10	New	+$179	﹤0.01%	926

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

TrueWealth LLC's KMI Position: Q2 2020 in Review

TrueWealth LLC reduced its Kinder Morgan (KMI) stake by 57% in Q2 2020, selling an estimated $4.06K and leaving 205 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

TrueWealth LLC first reported a position in KMI in Q4 2017 and has held it in 11 quarters since. The position peaked at $7K in Q1 2020. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

TrueWealth LLC held 205 shares of Kinder Morgan worth $3K as of Q2 2020.
TrueWealth LLC sold 267 Kinder Morgan shares in Q2 2020, an estimated $4.06K.
Kinder Morgan made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #612 holding.
TrueWealth LLC first reported a position in Kinder Morgan in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Kinder Morgan position peaked at $7K in Q1 2020.
1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.