BWM
KMI.WS

Baystate Wealth Management’s Kinder Morgan Inc KMI.WS Stock Holding History

Baystate Wealth Management’s Portfolio KMI.WS Stock Details KMI.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-64
Closed -$1K – 706
2017
Q1 		$1K Buy
64
+32
+100% – ﹤0.01% 657
2016
Q4 		$1K Buy
+32
New – ﹤0.01% 435
2013
Q3 		– Sell
-32
Closed – – 285
2013
Q2 		$0 Buy
+32
New +$176 ﹤0.01% 293

Baystate Wealth Management's KMI.WS Position: Q2 2017 in Review

Baystate Wealth Management sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 64 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in KMI.WS in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q1 2017. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.

  • Baystate Wealth Management reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 64 Kinder Morgan Inc shares in Q2 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in Kinder Morgan Inc in Q2 2013 and held it in 3 quarters.
  • Baystate Wealth Management's Kinder Morgan Inc position peaked at $1K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.

Based on Baystate Wealth Management's 13F filing for Q2 2017, filed 20 Jul 2017.