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Waldron Private Wealth’s Kinder Morgan KMI Stock Holding History

Waldron Private Wealth’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 		– Sell
-26,484
Closed -$368K – 269
2020
Q1 		$368K Sell
26,484
-45,119
-63% -$859K 0.04% 169
2019
Q4 		$1.51M Buy
71,603
+120
+0.2% +$2.43K 0.14% 88
2019
Q3 		$1.47M Buy
+71,483
New +$1.47M 0.15% 84

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Waldron Private Wealth's KMI Position: Q2 2020 in Review

Waldron Private Wealth sold out of Kinder Morgan (KMI) in Q2 2020, closing a stake of 26,484 shares — an estimated $368K sold.

Waldron Private Wealth first reported a position in KMI in Q3 2019 and held it in 3 quarters. The position peaked at $1.51M in Q4 2019. 1,100 funds tracked by Wall St. Rank hold KMI as of Q2 2020.

  • Waldron Private Wealth reported no remaining Kinder Morgan position as of Q2 2020 after selling out during the quarter.
  • Waldron Private Wealth sold 26,484 Kinder Morgan shares in Q2 2020, an estimated $368K.
  • Waldron Private Wealth first reported a position in Kinder Morgan in Q3 2019 and held it in 3 quarters.
  • Waldron Private Wealth's Kinder Morgan position peaked at $1.51M in Q4 2019.
  • 1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2020.

Based on Waldron Private Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.