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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

ARS Wealth Advisors's KMI Position: Q2 2017 in Review

ARS Wealth Advisors sold out of Kinder Morgan (KMI) in Q2 2017, closing a stake of 12,894 shares — an estimated $280K sold.

ARS Wealth Advisors first reported a position in KMI in Q4 2013 and held it in 7 quarters. The position peaked at $1.76M in Q4 2013. 1,004 funds tracked by Wall St. Rank hold KMI as of Q2 2017.

ARS Wealth Advisors reported no remaining Kinder Morgan position as of Q2 2017 after selling out during the quarter.
ARS Wealth Advisors sold 12,894 Kinder Morgan shares in Q2 2017, an estimated $280K.
ARS Wealth Advisors first reported a position in Kinder Morgan in Q4 2013 and held it in 7 quarters.
ARS Wealth Advisors's Kinder Morgan position peaked at $1.76M in Q4 2013.
1,004 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2017.

Based on ARS Wealth Advisors's 13F filing for Q2 2017, filed 11 Jun 2021.