VSWA
KMI icon

Vontobel Swiss Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Vontobel Swiss Wealth 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
2018
Q4 		– Sell
-13,775
Closed -$244K – 87
2018
Q3 		$244K Hold
13,775
– – 0.14% 74
2018
Q2 		$243K Hold
13,775
– – 0.14% 74
2018
Q1 		$207K Buy
13,775
+1,775
+15% +$30.7K 0.11% 83
2017
Q4 		$217K Buy
+12,000
New +$215K 0.13% 78
2017
Q2 		– Sell
-85,565
Closed -$1.86M – 71
2017
Q1 		$1.86M Buy
85,565
+1,713
+2% +$37.4K 1.01% 32
2016
Q4 		$1.74M Sell
83,852
-51,431
-38% -$1.09M 1.07% 32
2016
Q3 		$3.13M Sell
135,283
-23,040
-15% -$488K 1.68% 22
2016
Q2 		$2.67M Sell
158,323
-57,143
-27% -$1.02M 1.58% 25
2016
Q1 		$3.85M Buy
215,466
+8,735
+4% +$143K 2.05% 15
2015
Q4 		$3.08M Buy
206,731
+104,442
+102% +$2.49M 1.82% 25
2015
Q3 		$2.77M Sell
102,289
-5,005
-5% -$166K 1.9% 25
2015
Q2 		$3.7M Buy
107,294
+25,660
+31% +$1.07M 2.48% 17
2015
Q1 		$3.43M Buy
81,634
+18,227
+29% +$755K 2.34% 18
2014
Q4 		$2.67M Buy
+63,407
New +$2.5M 1.95% 19

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's KMI Position: Q4 2018 in Review

Vontobel Swiss Wealth Advisors sold out of Kinder Morgan (KMI) in Q4 2018, closing a stake of 13,775 shares — an estimated $244K sold.

Vontobel Swiss Wealth Advisors first reported a position in KMI in Q4 2014 and held it in 14 quarters. The position peaked at $3.85M in Q1 2016. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

  • Vontobel Swiss Wealth Advisors reported no remaining Kinder Morgan position as of Q4 2018 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 13,775 Kinder Morgan shares in Q4 2018, an estimated $244K.
  • Vontobel Swiss Wealth Advisors first reported a position in Kinder Morgan in Q4 2014 and held it in 14 quarters.
  • Vontobel Swiss Wealth Advisors's Kinder Morgan position peaked at $3.85M in Q1 2016.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.