WAM
KMI icon

Wealthspire Advisors (Maryland)’s Kinder Morgan KMI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$416K Sell
33,737
-5,574
-14% -$77.7K 0.01% 305
2020
Q2 		$596K Buy
39,311
+2,781
+8% +$42.3K 0.04% 225
2020
Q1 		$508K Sell
36,530
-3,982
-10% -$75.8K 0.04% 231
2019
Q4 		$858K Buy
40,512
+4,611
+13% +$93.3K 0.06% 189
2019
Q3 		$740K Buy
35,901
+785
+2% +$16.1K 0.05% 194
2019
Q2 		$733K Sell
35,116
-1,048
-3% -$21.1K 0.05% 184
2019
Q1 		$724K Buy
36,164
+135
+0.4% +$2.52K 0.05% 188
2018
Q4 		$554K Buy
36,029
+1,189
+3% +$20.1K 0.05% 202
2018
Q3 		$618K Sell
34,840
-523
-1% -$9.35K 0.05% 206
2018
Q2 		$625K Sell
35,363
-2,099
-6% -$34.3K 0.06% 194
2018
Q1 		$564K Sell
37,462
-3,983
-10% -$69K 0.05% 222
2017
Q4 		$749K Buy
41,445
+8,255
+25% +$148K 0.07% 173
2017
Q3 		$637K Sell
33,190
-1,524
-4% -$29.7K 0.07% 198
2017
Q2 		$665K Buy
34,714
+11,439
+49% +$227K 0.08% 172
2017
Q1 		$506K Buy
23,275
+11,063
+91% +$242K 0.07% 182
2016
Q4 		$253K Sell
12,212
-64
-0.5% -$1.35K 0.04% 315
2016
Q3 		$284K Buy
12,276
+809
+7% +$17.1K 0.04% 287
2016
Q2 		$215K Buy
11,467
+1,132
+11% +$20.2K 0.04% 344
2016
Q1 		$185K Buy
10,335
+149
+1% +$2.44K 0.03% 381
2015
Q4 		$152K Buy
+10,186
New +$243K 0.03% 434

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KMI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Kinder Morgan (KMI) stake by 14% in Q3 2020, selling an estimated $77.7K and leaving 33,737 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #305.

Wealthspire Advisors (Maryland) first reported a position in KMI in Q4 2015 and has held it in 20 quarters since. The position peaked at $858K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold KMI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 33,737 shares of Kinder Morgan worth $416K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 5,574 Kinder Morgan shares in Q3 2020, an estimated $77.7K.
  • Kinder Morgan made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #305 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Kinder Morgan in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Kinder Morgan position peaked at $858K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.