Willingdon Wealth Management’s Kinder Morgan KMI Stock Holding History

Willingdon Wealth Management’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 Q4	–	Sell	-42	Closed	-$1K	–	468
2019 Q3	$1K	Buy	+42	New	+$862	﹤0.01%	435
2018 Q1	–	Sell	-336	Closed	-$6K	–	364
2017 Q4	$6K	Buy	+336	New	+$6.03K	﹤0.01%	275
2015 Q3	–	Sell	-39,650	Closed	-$1.52M	–	80
2015 Q2	$1.52M	Sell	39,650 -4,791	-11%	-$200K	1.46%	23
2015 Q1	$1.87M	Sell	44,441 -79,673	-64%	-$3.3M	1.55%	26
2014 Q4	$5.25M	Buy	124,114 +41,556	+50%	+$1.64M	3.3%	2
2014 Q3	$3.17M	Sell	82,558 -38,594	-32%	-$1.47M	2.08%	11
2014 Q2	$4.39M	Sell	121,152 -20,149	-14%	-$680K	3.04%	2
2014 Q1	$4.59M	Buy	141,301 +8,025	+6%	+$269K	3.22%	1
2013 Q4	$4.8M	Buy	+133,276	New	+$4.67M	3.76%	1

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Willingdon Wealth Management's KMI Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Kinder Morgan (KMI) in Q4 2019, closing a stake of 42 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in KMI in Q4 2013 and held it in 9 quarters. The position peaked at $5.25M in Q4 2014. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

Willingdon Wealth Management reported no remaining Kinder Morgan position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 42 Kinder Morgan shares in Q4 2019, an estimated $1K.
Willingdon Wealth Management first reported a position in Kinder Morgan in Q4 2013 and held it in 9 quarters.
Willingdon Wealth Management's Kinder Morgan position peaked at $5.25M in Q4 2014.
1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.