CFA
KMI.WS

Carroll Financial Associates’s Kinder Morgan Inc KMI.WS Stock Holding History

Carroll Financial Associates’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
-2,184
Closed – – 1306
2017
Q1 		$0 Hold
2,184
– – ﹤0.01% 1298
2016
Q4 		$0 Hold
2,184
– – ﹤0.01% 1286
2016
Q3 		$0 Hold
2,184
– – ﹤0.01% 1302
2016
Q2 		$0 Sell
2,184
-358
-14% -$10 ﹤0.01% 1304
2016
Q1 		$0 Sell
2,542
-821
-24% -$50 ﹤0.01% 1308
2015
Q4 		$0 Hold
3,363
– – ﹤0.01% 1237
2015
Q3 		$3K Hold
3,363
– – ﹤0.01% 954
2015
Q2 		$9K Buy
3,363
+1,179
+54% +$4.83K ﹤0.01% 743
2015
Q1 		$9K Buy
2,184
+640
+41% +$2.49K ﹤0.01% 548
2014
Q4 		$6K Hold
1,544
– – ﹤0.01% 566
2014
Q3 		$5K Buy
1,544
+904
+141% +$3.05K ﹤0.01% 678
2014
Q2 		$2K Hold
640
– – ﹤0.01% 845
2014
Q1 		$1K Hold
640
– – ﹤0.01% 859
2013
Q4 		$2K Hold
640
– – ﹤0.01% 741
2013
Q3 		$3K Hold
640
– – ﹤0.01% 677
2013
Q2 		$0 Buy
+640
New +$3.51K ﹤0.01% 772

Carroll Financial Associates's KMI.WS Position: Q2 2017 in Review

Carroll Financial Associates sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 2,184 shares.

Carroll Financial Associates first reported a position in KMI.WS in Q2 2013 and held it in 16 quarters. The position peaked at $9K in Q2 2015. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.

  • Carroll Financial Associates reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 2,184 Kinder Morgan Inc shares in Q2 2017.
  • Carroll Financial Associates first reported a position in Kinder Morgan Inc in Q2 2013 and held it in 16 quarters.
  • Carroll Financial Associates's Kinder Morgan Inc position peaked at $9K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.

Based on Carroll Financial Associates's 13F filing for Q2 2017, filed 25 Jul 2017.