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WealthTrust Fairport’s Kinder Morgan KMI Stock Holding History

WealthTrust Fairport’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 		$0 Hold
14
– – ﹤0.01% 452
2018
Q4 		$0 Sell
14
-405
-97% -$6.86K ﹤0.01% 476
2018
Q3 		$7K Buy
419
+233
+125% +$4.17K ﹤0.01% 412
2018
Q2 		$3K Sell
186
-1,892
-91% -$31K ﹤0.01% 446
2018
Q1 		$31K Buy
+2,078
New +$36K ﹤0.01% 288
2015
Q1 		– Sell
-3,223
Closed -$136K – 271
2014
Q4 		$136K Buy
+3,223
New +$127K 0.02% 127

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

WealthTrust Fairport's KMI Position: Q1 2019 in Review

WealthTrust Fairport held its Kinder Morgan (KMI) position steady in Q1 2019 at 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #452.

WealthTrust Fairport first reported a position in KMI in Q4 2014 and has held it in 6 quarters since. The position peaked at $136K in Q4 2014. 1,095 funds tracked by Wall St. Rank hold KMI as of Q1 2019.

  • WealthTrust Fairport held 14 shares of Kinder Morgan worth $0 as of Q1 2019.
  • WealthTrust Fairport left its Kinder Morgan share count unchanged in Q1 2019.
  • Kinder Morgan made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #452 holding.
  • WealthTrust Fairport first reported a position in Kinder Morgan in Q4 2014 and has held it in 6 quarters since.
  • WealthTrust Fairport's Kinder Morgan position peaked at $136K in Q4 2014.
  • 1,095 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.