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Ancora Family Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Ancora Family Wealth Advisors’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
2015
Q4 		– Sell
-14,992
Closed -$415K – 191
2015
Q3 		$415K Buy
+14,992
New +$496K 0.17% 131

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ancora Family Wealth Advisors's KMI Position: Q4 2015 in Review

Ancora Family Wealth Advisors sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 14,992 shares — an estimated $415K sold.

Ancora Family Wealth Advisors first reported a position in KMI in Q3 2015 and held it in 1 quarter. The position peaked at $415K in Q3 2015. 1,040 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • Ancora Family Wealth Advisors reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 14,992 Kinder Morgan shares in Q4 2015, an estimated $415K.
  • Ancora Family Wealth Advisors first reported a position in Kinder Morgan in Q3 2015 and held it in 1 quarter.
  • Ancora Family Wealth Advisors's Kinder Morgan position peaked at $415K in Q3 2015.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Ancora Family Wealth Advisors's 13F filing for Q4 2015, filed 17 Feb 2016.