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Waverton Investment Management’s Kinder Morgan KMI Stock Holding History

Waverton Investment 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
2019
Q4 		– Sell
-29,057
Closed -$599K – 60
2019
Q3 		$599K Sell
29,057
-3,903
-12% -$80.1K 0.03% 71
2019
Q2 		$688K Buy
32,960
+981
+3% +$19.8K 0.03% 73
2019
Q1 		$640K Sell
31,979
-133
-0.4% -$2.48K 0.03% 69
2018
Q4 		$494K Buy
32,112
+3,406
+12% +$57.7K 0.03% 69
2018
Q3 		$509K Hold
28,706
– – 0.03% 70
2018
Q2 		$507K Buy
28,706
+2,568
+10% +$42K 0.03% 69
2018
Q1 		$394K Buy
26,138
+3,321
+15% +$57.5K 0.02% 74
2017
Q4 		$412K Hold
22,817
– – 0.02% 77
2017
Q3 		$438K Buy
22,817
+247
+1% +$4.81K 0.03% 75
2017
Q2 		$432K Buy
22,570
+827
+4% +$16.4K 0.03% 76
2017
Q1 		$473K Sell
21,743
-112
-0.5% -$2.45K 0.03% 97
2016
Q4 		$453K Buy
+21,855
New +$462K 0.03% 104

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Waverton Investment Management's KMI Position: Q4 2019 in Review

Waverton Investment Management sold out of Kinder Morgan (KMI) in Q4 2019, closing a stake of 29,057 shares — an estimated $599K sold.

Waverton Investment Management first reported a position in KMI in Q4 2016 and held it in 12 quarters. The position peaked at $688K in Q2 2019. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

  • Waverton Investment Management reported no remaining Kinder Morgan position as of Q4 2019 after selling out during the quarter.
  • Waverton Investment Management sold 29,057 Kinder Morgan shares in Q4 2019, an estimated $599K.
  • Waverton Investment Management first reported a position in Kinder Morgan in Q4 2016 and held it in 12 quarters.
  • Waverton Investment Management's Kinder Morgan position peaked at $688K in Q2 2019.
  • 1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.