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Baltimore-Washington Financial Advisors’s Kinder Morgan KMI Stock Holding History

Baltimore-Washington Financial 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
Q3 		– Sell
-73
Closed -$2K – 285
2015
Q2 		$2K Hold
73
– – ﹤0.01% 212
2015
Q1 		$3K Buy
+73
New +$3.02K ﹤0.01% 248

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

Baltimore-Washington Financial Advisors's KMI Position: Q3 2015 in Review

Baltimore-Washington Financial Advisors sold out of Kinder Morgan (KMI) in Q3 2015, closing a stake of 73 shares — an estimated $2K sold.

Baltimore-Washington Financial Advisors first reported a position in KMI in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 1,182 funds tracked by Wall St. Rank hold KMI as of Q3 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Kinder Morgan position as of Q3 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 73 Kinder Morgan shares in Q3 2015, an estimated $2K.
  • Baltimore-Washington Financial Advisors first reported a position in Kinder Morgan in Q1 2015 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Kinder Morgan position peaked at $3K in Q1 2015.
  • 1,182 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2015, filed 16 Oct 2015.