YorkBridge Wealth Partners’s Kinder Morgan KMI Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-24,929	Closed	-$307K	–	217
2020 Q3	$307K	Buy	24,929 +4,173	+20%	+$58.2K	0.13%	134
2020 Q2	$315K	Buy	20,756 +1,430	+7%	+$21.7K	0.14%	127
2020 Q1	$269K	Buy	19,326 +2,633	+16%	+$50.1K	0.17%	127
2019 Q4	$353K	Buy	16,693 +1,401	+9%	+$28.4K	0.16%	131
2019 Q3	$315K	Buy	15,292 +772	+5%	+$15.8K	0.16%	129
2019 Q2	$303K	Buy	14,520 +13,540	+1,382%	+$273K	0.13%	139
2019 Q1	$20K	Hold	980	–	–	0.01%	467
2018 Q4	$15K	Sell	980 -326	-25%	-$5.52K	0.01%	521
2018 Q3	$24K	Hold	1,306	–	–	0.01%	483
2018 Q2	$23K	Hold	1,306	–	–	0.01%	502
2018 Q1	$20K	Sell	1,306 -113	-8%	-$1.96K	0.01%	525
2017 Q4	$24K	Sell	1,419 -400	-22%	-$7.18K	0.01%	466
2017 Q3	$35K	Hold	1,819	–	–	0.02%	423
2017 Q2	$36K	Hold	1,819	–	–	0.02%	414
2017 Q1	$37K	Sell	1,819 -136	-7%	-$2.97K	0.02%	406
2016 Q4	$43K	Buy	+1,955	New	+$41.3K	0.03%	374

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's KMI Position: Q4 2020 in Review

YorkBridge Wealth Partners sold out of Kinder Morgan (KMI) in Q4 2020, closing a stake of 24,929 shares — an estimated $307K sold.

YorkBridge Wealth Partners first reported a position in KMI in Q4 2016 and held it in 16 quarters. The position peaked at $353K in Q4 2019. 1,139 funds tracked by Wall St. Rank hold KMI as of Q4 2020.

YorkBridge Wealth Partners reported no remaining Kinder Morgan position as of Q4 2020 after selling out during the quarter.
YorkBridge Wealth Partners sold 24,929 Kinder Morgan shares in Q4 2020, an estimated $307K.
YorkBridge Wealth Partners first reported a position in Kinder Morgan in Q4 2016 and held it in 16 quarters.
YorkBridge Wealth Partners's Kinder Morgan position peaked at $353K in Q4 2019.
1,139 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2020, filed 19 Jan 2021.