AWA
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ARS Wealth Advisors’s Kinder Morgan KMI Stock Holding History

ARS 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
2017
Q2 		– Sell
-12,894
Closed -$280K – 117
2017
Q1 		$280K Sell
12,894
-109
-0.8% -$2.38K 0.12% 89
2016
Q4 		$269K Buy
13,003
+109
+0.8% +$2.3K 0.12% 79
2016
Q3 		$298K Buy
+12,894
New +$273K 0.13% 72
2015
Q3 		– Sell
-7,145
Closed -$274K – 79
2015
Q2 		$274K Hold
7,145
– – 0.12% 55
2015
Q1 		$301K Sell
7,145
-138
-2% -$5.71K 0.13% 55
2014
Q4 		$308K Buy
+7,283
New +$287K 0.13% 54
2014
Q1 		– Sell
-23,335
Closed -$1.76M – 69
2013
Q4 		$1.76M Buy
+23,335
New +$818K 1.08% 18

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM