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WBH Advisory’s Kinder Morgan KMI Stock Holding History

WBH Advisory’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
Q2 		– Sell
-10,020
Closed -$150K – 233
2018
Q1 		$150K Buy
+10,020
New +$174K 0.04% 222
2017
Q3 		– Sell
-11,079
Closed -$212K – 228
2017
Q2 		$212K Buy
11,079
+1
+0% +$20 0.06% 220
2017
Q1 		$240K Sell
11,078
-2,266
-17% -$49.5K 0.07% 209
2016
Q4 		$276K Sell
13,344
-318
-2% -$6.72K 0.09% 184
2016
Q3 		$316K Buy
13,662
+521
+4% +$11K 0.11% 169
2016
Q2 		$246K Sell
13,141
-2,433
-16% -$43.4K 0.1% 170
2016
Q1 		$278K Sell
15,574
-295
-2% -$4.83K 0.09% 159
2015
Q4 		$236 Sell
15,869
-7,798
-33% -$186K 0.08% 175
2015
Q3 		$655K Sell
23,667
-3,675
-13% -$122K 0.27% 88
2015
Q2 		$1.05M Sell
27,342
-24,141
-47% -$1.01M 0.41% 64
2015
Q1 		$2.17K Sell
51,483
-2,788
-5% -$115K 0.61% 28
2014
Q4 		$2.3M Buy
54,271
+42,217
+350% +$1.66M 0.87% 25
2014
Q3 		$462K Sell
12,054
-260
-2% -$9.88K 0.16% 128
2014
Q2 		$446K Buy
12,314
+1,320
+12% +$44.6K 0.17% 138
2014
Q1 		$357K Buy
+10,994
New +$368K 0.14% 152

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WBH Advisory's KMI Position: Q2 2018 in Review

WBH Advisory sold out of Kinder Morgan (KMI) in Q2 2018, closing a stake of 10,020 shares — an estimated $150K sold.

WBH Advisory first reported a position in KMI in Q1 2014 and held it in 15 quarters. The position peaked at $2.3M in Q4 2014. 1,025 funds tracked by Wall St. Rank hold KMI as of Q2 2018.

  • WBH Advisory reported no remaining Kinder Morgan position as of Q2 2018 after selling out during the quarter.
  • WBH Advisory sold 10,020 Kinder Morgan shares in Q2 2018, an estimated $150K.
  • WBH Advisory first reported a position in Kinder Morgan in Q1 2014 and held it in 15 quarters.
  • WBH Advisory's Kinder Morgan position peaked at $2.3M in Q4 2014.
  • 1,025 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2018.

Based on WBH Advisory's 13F filing for Q2 2018, filed 31 Jul 2018.