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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advocacy Wealth Management Services's KMI Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Kinder Morgan (KMI) in Q4 2016, closing a stake of 750 shares — an estimated $17K sold.

Advocacy Wealth Management Services first reported a position in KMI in Q2 2013 and held it in 6 quarters. The position peaked at $78K in Q1 2016. 1,061 funds tracked by Wall St. Rank hold KMI as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Kinder Morgan position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 750 Kinder Morgan shares in Q4 2016, an estimated $17K.
Advocacy Wealth Management Services first reported a position in Kinder Morgan in Q2 2013 and held it in 6 quarters.
Advocacy Wealth Management Services's Kinder Morgan position peaked at $78K in Q1 2016.
1,061 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.