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Winslow Evans & Crocker’s Kinder Morgan KMI Stock Holding History

Winslow Evans & Crocker’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
Q4 		$317K Buy
23,217
+2,585
+13% +$34.6K 0.06% 258
2020
Q3 		$254K Sell
20,632
-1,638
-7% -$22.8K 0.06% 244
2020
Q2 		$338K Sell
22,270
-1,108
-5% -$16.8K 0.09% 212
2020
Q1 		$328K Sell
23,378
-1,956
-8% -$37.2K 0.11% 186
2019
Q4 		$538K Sell
25,334
-1,232
-5% -$24.9K 0.14% 159
2019
Q3 		$550K Sell
26,566
-80
-0.3% -$1.64K 0.15% 141
2019
Q2 		$558K Sell
26,646
-3,236
-11% -$65.3K 0.16% 143
2019
Q1 		$600K Sell
29,882
-268
-0.9% -$5K 0.17% 135
2018
Q4 		$466K Buy
30,150
+8,030
+36% +$136K 0.16% 145
2018
Q3 		$394K Sell
22,120
-3,194
-13% -$57.1K 0.12% 179
2018
Q2 		$450K Sell
25,314
-3,150
-11% -$51.5K 0.14% 154
2018
Q1 		$429K Sell
28,464
-4,404
-13% -$76.3K 0.14% 150
2017
Q4 		$594K Sell
32,868
-2,624
-7% -$47.1K 0.19% 121
2017
Q3 		$681K Sell
35,492
-7,264
-17% -$142K 0.23% 106
2017
Q2 		$821K Sell
42,756
-676
-2% -$13.4K 0.23% 101
2017
Q1 		$944K Sell
43,432
-14,028
-24% -$307K 0.3% 71
2016
Q4 		$1.19M Sell
57,460
-12,300
-18% -$260K 0.37% 58
2016
Q3 		$1.61M Sell
69,760
-630
-0.9% -$13.3K 0.46% 47
2016
Q2 		$1.32M Buy
70,390
+133
+0.2% +$2.37K 0.39% 58
2016
Q1 		$1.25M Sell
70,257
-2,901
-4% -$47.5K 0.38% 65
2015
Q4 		$1.09M Buy
73,158
+5,890
+9% +$140K 0.31% 74
2015
Q3 		$1.86M Buy
67,268
+868
+1% +$28.7K 0.59% 36
2015
Q2 		$2.55M Sell
66,400
-7,626
-10% -$318K 0.72% 29
2015
Q1 		$3.11M Sell
74,026
-17,840
-19% -$739K 0.88% 23
2014
Q4 		$3.89M Buy
91,866
+71,752
+357% +$2.83M 1.11% 17
2014
Q3 		$771K Buy
20,114
+17,344
+626% +$659K 0.22% 113
2014
Q2 		$100K Buy
2,770
+52
+2% +$1.75K 0.03% 361
2014
Q1 		$88.3K Hold
2,718
– – 0.03% 376
2013
Q4 		$98K Buy
+2,718
New +$95.2K 0.03% 373

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's KMI Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Kinder Morgan (KMI) stake by 13% in Q4 2020, buying an estimated $34.6K and bringing the position to 23,217 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #258.

Winslow Evans & Crocker first reported a position in KMI in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.89M in Q4 2014. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

  • Winslow Evans & Crocker held 23,217 shares of Kinder Morgan worth $317K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,585 Kinder Morgan shares in Q4 2020, an estimated $34.6K.
  • Kinder Morgan made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #258 holding.
  • Winslow Evans & Crocker first reported a position in Kinder Morgan in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Kinder Morgan position peaked at $3.89M in Q4 2014.
  • 1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.