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WESPAC Advisors SoCal’s Kinder Morgan KMI Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-261,900
Closed -$5.54M – 88
2019
Q4 		$5.54M Buy
261,900
+28,025
+12% +$567K 2.63% 20
2019
Q3 		$4.82M Buy
233,875
+1,875
+0.8% +$38.5K 2.38% 23
2019
Q2 		$4.84M Buy
232,000
+7,275
+3% +$147K 2.58% 19
2019
Q1 		$4.5M Buy
+224,725
New +$4.19M 2.49% 19
2017
Q1 		– Sell
-60
Closed -$1.24K – 254
2016
Q4 		$1.24K Hold
60
– – ﹤0.01% 244
2016
Q3 		$1.39K Hold
60
– – ﹤0.01% 262
2016
Q2 		$1.12K Buy
+60
New +$1.07K ﹤0.01% 265

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

WESPAC Advisors SoCal's KMI Position: Q1 2020 in Review

WESPAC Advisors SoCal sold out of Kinder Morgan (KMI) in Q1 2020, closing a stake of 261,900 shares — an estimated $5.54M sold.

WESPAC Advisors SoCal first reported a position in KMI in Q2 2016 and held it in 7 quarters. The position peaked at $5.54M in Q4 2019. 1,129 funds tracked by Wall St. Rank hold KMI as of Q1 2020.

  • WESPAC Advisors SoCal reported no remaining Kinder Morgan position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 261,900 Kinder Morgan shares in Q1 2020, an estimated $5.54M.
  • WESPAC Advisors SoCal first reported a position in Kinder Morgan in Q2 2016 and held it in 7 quarters.
  • WESPAC Advisors SoCal's Kinder Morgan position peaked at $5.54M in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2020, filed 30 Apr 2020.