WealthOne’s Kinder Morgan KMI Stock Holding History

WealthOne’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 Q1	–	Sell	-3,597	Closed	-$55K	–	334
2018 Q4	$55K	Buy	+3,597	New	+$60.9K	0.05%	172

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

WealthOne's KMI Position: Q1 2019 in Review

WealthOne sold out of Kinder Morgan (KMI) in Q1 2019, closing a stake of 3,597 shares — an estimated $55K sold.

WealthOne first reported a position in KMI in Q4 2018 and held it in 1 quarter. The position peaked at $55K in Q4 2018. 1,096 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

WealthOne reported no remaining Kinder Morgan position as of Q1 2019 after selling out during the quarter.
WealthOne sold 3,597 Kinder Morgan shares in Q1 2019, an estimated $55K.
WealthOne first reported a position in Kinder Morgan in Q4 2018 and held it in 1 quarter.
WealthOne's Kinder Morgan position peaked at $55K in Q4 2018.
1,096 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.