Wunderlich Capital Managemnt’s Kinder Morgan KMI Stock Holding History

Wunderlich Capital Managemnt’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
2024 Q2	$32.3K	Buy	+1,625	New	+$31K	0.01%	91
2020 Q1	–	Sell	-105,961	Closed	-$2.24M	–	82
2019 Q4	$2.24M	Sell	105,961 -398	-0.4%	-$8.05K	1.41%	22
2019 Q3	$2.19M	Sell	106,359 -3,309	-3%	-$67.9K	1.51%	18
2019 Q2	$2.29M	Sell	109,668 -3,220	-3%	-$64.9K	1.52%	15
2019 Q1	$2.26M	Sell	112,888 -3,959	-3%	-$73.9K	1.58%	14
2018 Q4	$1.8M	Buy	+116,847	New	+$1.98M	1.38%	25
2014 Q2	–	Sell	-35,500	Closed	-$1.15M	–	87
2014 Q1	$1.15M	Buy	+35,500	New	+$1.19M	1.08%	55

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wunderlich Capital Managemnt's KMI Position: Q2 2024 in Review

Wunderlich Capital Managemnt opened a new position in Kinder Morgan (KMI) in Q2 2024: 1,625 shares worth $32.3K. The stake represents 0.01% of the portfolio and ranks #91 among its holdings. This is a return to the name: Wunderlich Capital Managemnt previously reported a position in KMI as recently as Q4 2019.

Wunderlich Capital Managemnt first reported a position in KMI in Q1 2014 and has held it in 7 quarters since. The position peaked at $2.29M in Q2 2019. 1,392 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

Wunderlich Capital Managemnt held 1,625 shares of Kinder Morgan worth $32.3K as of Q2 2024.
Kinder Morgan was a new Wunderlich Capital Managemnt position in Q2 2024.
Kinder Morgan made up 0.01% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #91 holding.
Wunderlich Capital Managemnt first reported a position in Kinder Morgan in Q1 2014 and has held it in 7 quarters since.
Wunderlich Capital Managemnt's Kinder Morgan position peaked at $2.29M in Q2 2019.
1,392 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.