AWMS
KMI icon

Advocacy Wealth Management Services’s Kinder Morgan KMI Stock Holding History

Advocacy Wealth Management Services’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
2016
Q4 		– Sell
-750
Closed -$17K – 351
2016
Q3 		$17K Sell
750
-1,456
-66% -$30.8K 0.01% 229
2016
Q2 		$41K Sell
2,206
-2,147
-49% -$38.3K 0.02% 166
2016
Q1 		$78K Sell
4,353
-905
-17% -$14.8K 0.05% 147
2015
Q4 		$78K Buy
+5,258
New +$125K 0.09% 136
2013
Q3 		$27K Hold
750
– – 0.07% 155
2013
Q2 		$29K Buy
+750
New +$29.1K 0.12% 114

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return