WealthTrust-Arizona’s Kinder Morgan KMI Stock Holding History

WealthTrust-Arizona’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 Q4	$2K	Buy	161 +2	+1%	+$34	﹤0.01%	563
2018 Q3	$3K	Buy	159 +2	+1%	+$36	﹤0.01%	551
2018 Q2	$3K	Buy	157 +2	+1%	+$33	﹤0.01%	553
2018 Q1	$2K	Buy	155 +1	+0.6%	+$17	﹤0.01%	574
2017 Q4	$3K	Sell	154 -952	-86%	-$17.1K	﹤0.01%	552
2017 Q3	$21K	Buy	1,106 +1	+0.1%	+$19	0.01%	267
2017 Q2	$21K	Sell	1,105 -99	-8%	-$1.97K	0.01%	258
2017 Q1	$26K	Buy	1,204 +1	+0.1%	+$22	0.01%	219
2016 Q4	$25K	Hold	1,203	–	–	0.01%	223
2016 Q3	$28K	Buy	1,203 +100	+9%	+$2.12K	0.02%	202
2016 Q2	$21K	Buy	1,103 +100	+10%	+$1.78K	0.01%	228
2016 Q1	$18K	Buy	1,003 +50	+5%	+$818	0.01%	250
2015 Q4	$14K	Hold	953	–	–	0.01%	328
2015 Q3	$26K	Hold	953	–	–	0.02%	219
2015 Q2	$37K	Hold	953	–	–	0.02%	197
2015 Q1	$40K	Hold	953	–	–	0.02%	191
2014 Q4	$40K	Buy	+953	New	+$37.5K	0.03%	181

Other funds holding KMI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

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

WealthTrust-Arizona's KMI Position: Q4 2018 in Review

WealthTrust-Arizona increased its Kinder Morgan (KMI) stake by 1.3% in Q4 2018, buying an estimated $34 and bringing the position to 161 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

WealthTrust-Arizona first reported a position in KMI in Q4 2014 and has held it in 17 quarters since. The position peaked at $40K in Q1 2015. 1,100 funds tracked by Wall St. Rank hold KMI as of Q4 2018.

WealthTrust-Arizona held 161 shares of Kinder Morgan worth $2K as of Q4 2018.
WealthTrust-Arizona bought 2 Kinder Morgan shares in Q4 2018, an estimated $34.
Kinder Morgan made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #563 holding.
WealthTrust-Arizona first reported a position in Kinder Morgan in Q4 2014 and has held it in 17 quarters since.
WealthTrust-Arizona's Kinder Morgan position peaked at $40K in Q1 2015.
1,100 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.