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Aris Wealth Services’s Kinder Morgan KMI Stock Holding History

Aris Wealth 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
2015
Q3 		$29K Buy
1,053
+109
+12% +$3.61K 0.06% 130
2015
Q2 		$36K Hold
944
– – 0.03% 251
2015
Q1 		$40K Buy
+944
New +$39.1K 0.04% 240

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
HC
Highstar Capital New York $8.59M AUM 3.82% 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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's KMI Position: Q3 2015 in Review

Aris Wealth Services increased its Kinder Morgan (KMI) stake by 12% in Q3 2015, buying an estimated $3.61K and bringing the position to 1,053 shares worth $29K. The position accounts for 0.06% of the portfolio, ranked #130.

Aris Wealth Services first reported a position in KMI in Q1 2015 and has held it in 3 quarters since. The position peaked at $40K in Q1 2015. 1,182 funds tracked by Wall St. Rank hold KMI as of Q3 2015.

  • Aris Wealth Services held 1,053 shares of Kinder Morgan worth $29K as of Q3 2015.
  • Aris Wealth Services bought 109 Kinder Morgan shares in Q3 2015, an estimated $3.61K.
  • Kinder Morgan made up 0.06% of Aris Wealth Services's portfolio in Q3 2015, its #130 holding.
  • Aris Wealth Services first reported a position in Kinder Morgan in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Kinder Morgan position peaked at $40K in Q1 2015.
  • 1,182 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.