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Winthrop Advisory Group’s Kinder Morgan KMI Stock Holding History

Winthrop Advisory Group’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
-9,712
Closed -$200K – 104
2019
Q3 		$200K Buy
+9,712
New +$199K 0.08% 92

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Winthrop Advisory Group's KMI Position: Q4 2019 in Review

Winthrop Advisory Group sold out of Kinder Morgan (KMI) in Q4 2019, closing a stake of 9,712 shares — an estimated $200K sold.

Winthrop Advisory Group first reported a position in KMI in Q3 2019 and held it in 1 quarter. The position peaked at $200K in Q3 2019. 1,169 funds tracked by Wall St. Rank hold KMI as of Q4 2019.

  • Winthrop Advisory Group reported no remaining Kinder Morgan position as of Q4 2019 after selling out during the quarter.
  • Winthrop Advisory Group sold 9,712 Kinder Morgan shares in Q4 2019, an estimated $200K.
  • Winthrop Advisory Group first reported a position in Kinder Morgan in Q3 2019 and held it in 1 quarter.
  • Winthrop Advisory Group's Kinder Morgan position peaked at $200K in Q3 2019.
  • 1,169 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2019.

Based on Winthrop Advisory Group's 13F filing for Q4 2019, filed 6 Jan 2020.