Wealthcare Capital Management’s Kinder Morgan KMI Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-5	Closed	–	–	380
2021 Q1	$0	Buy	+5	New	+$76	﹤0.01%	758
2020 Q1	–	Sell	-190	Closed	-$4K	–	464
2019 Q4	$4K	Buy	+190	New	+$3.85K	﹤0.01%	306
2016 Q4	–	Sell	-1,034	Closed	-$24K	–	205
2016 Q3	$24K	Hold	1,034	–	–	﹤0.01%	97
2016 Q2	$19K	Hold	1,034	–	–	﹤0.01%	99
2016 Q1	$18K	Hold	1,034	–	–	﹤0.01%	109
2015 Q4	$15K	Hold	1,034	–	–	﹤0.01%	131
2015 Q3	$29K	Sell	1,034 -85	-8%	-$2.81K	﹤0.01%	111
2015 Q2	$43K	Sell	1,119 -261	-19%	-$10.9K	0.01%	114
2015 Q1	$58K	Buy	1,380 +346	+33%	+$14.3K	0.01%	219
2014 Q4	$44K	Buy	+1,034	New	+$40.7K	0.01%	90

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Wealthcare Capital Management's KMI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Kinder Morgan (KMI) in Q2 2021, closing a stake of 5 shares.

Wealthcare Capital Management first reported a position in KMI in Q4 2014 and held it in 10 quarters. The position peaked at $58K in Q1 2015. 1,173 funds tracked by Wall St. Rank hold KMI as of Q2 2021.

Wealthcare Capital Management reported no remaining Kinder Morgan position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 5 Kinder Morgan shares in Q2 2021.
Wealthcare Capital Management first reported a position in Kinder Morgan in Q4 2014 and held it in 10 quarters.
Wealthcare Capital Management's Kinder Morgan position peaked at $58K in Q1 2015.
1,173 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.