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Wealthfront’s Kinder Morgan KMI Stock Holding History

Wealthfront’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
Q3 		$775K Buy
43,726
+9,299
+27% +$166K 0.01% 312
2018
Q2 		$608K Buy
34,427
+4,169
+14% +$68.2K 0.01% 337
2018
Q1 		$456K Sell
30,258
-8,791
-23% -$152K ﹤0.01% 391
2017
Q4 		$706K Sell
39,049
-15,480
-28% -$278K 0.01% 284
2017
Q3 		$1.05M Sell
54,529
-4,468
-8% -$87K 0.01% 190
2017
Q2 		$1.13M Sell
58,997
-5,821
-9% -$116K 0.02% 140
2017
Q1 		$1.41M Buy
64,818
+5,791
+10% +$127K 0.03% 110
2016
Q4 		$1.22M Sell
59,027
-7,073
-11% -$150K 0.03% 102
2016
Q3 		$1.53M Buy
66,100
+12,109
+22% +$257K 0.04% 77
2016
Q2 		$1.01M Buy
53,991
+2,461
+5% +$43.9K 0.03% 96
2016
Q1 		$920K Buy
51,530
+36,029
+232% +$589K 0.03% 93
2015
Q4 		$231K Buy
15,501
+1,217
+9% +$29K 0.01% 264
2015
Q3 		$395K Buy
14,284
+5,004
+54% +$166K 0.02% 161
2015
Q2 		$356K Sell
9,280
-3,123
-25% -$130K 0.01% 159
2015
Q1 		$522K Buy
12,403
+1,846
+17% +$76.4K 0.03% 83
2014
Q4 		$447K Buy
10,557
+6,947
+192% +$274K 0.03% 79
2014
Q3 		$138K Buy
3,610
+1,304
+57% +$49.5K 0.01% 230
2014
Q2 		$82K Buy
2,306
+1,792
+349% +$60.5K 0.01% 266
2014
Q1 		$17K Buy
+514
New +$17.2K ﹤0.01% 456

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Wealthfront's KMI Position: Q3 2018 in Review

Wealthfront increased its Kinder Morgan (KMI) stake by 27% in Q3 2018, buying an estimated $166K and bringing the position to 43,726 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #312.

Wealthfront first reported a position in KMI in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.53M in Q3 2016. 1,060 funds tracked by Wall St. Rank hold KMI as of Q3 2018.

  • Wealthfront held 43,726 shares of Kinder Morgan worth $775K as of Q3 2018.
  • Wealthfront bought 9,299 Kinder Morgan shares in Q3 2018, an estimated $166K.
  • Kinder Morgan made up 0.01% of Wealthfront's portfolio in Q3 2018, its #312 holding.
  • Wealthfront first reported a position in Kinder Morgan in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Kinder Morgan position peaked at $1.53M in Q3 2016.
  • 1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.