Carson Wealth (CWM LLC)
KMI.WS icon

Carson Wealth (CWM LLC)’s Kinder Morgan Inc KMI.WS Stock Holding History

Carson Wealth (CWM LLC)’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
2016
Q4 		– Sell
-1,280
Closed – – 1257
2016
Q3 		$0 Hold
1,280
– – ﹤0.01% 1131
2016
Q2 		$0 Hold
1,280
– – ﹤0.01% 919
2016
Q1 		$0 Buy
+1,280
New +$77 ﹤0.01% 862
2015
Q4 		– Sell
-1,280
Closed -$1K – 801
2015
Q3 		$1K Buy
+1,280
New +$1.97K ﹤0.01% 635
2014
Q1 		– Sell
-1,280
Closed -$5K – 640
2013
Q4 		$5K Buy
1,280
+967
+309% +$4.18K ﹤0.01% 536
2013
Q3 		$2K Buy
+313
New +$1.65K ﹤0.01% 432

Other funds holding KMI.WS

RCM
RB Capital Management Reno, Nevada $513M AUM 23.42% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $1.1B AUM 171.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
ICM
Ionic Capital Management New York $690M AUM 70.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KMI.WS Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of Kinder Morgan Inc (KMI.WS) in Q4 2016, closing a stake of 1,280 shares.

Carson Wealth (CWM LLC) first reported a position in KMI.WS in Q3 2013 and held it in 6 quarters. The position peaked at $5K in Q4 2013. 160 funds tracked by Wall St. Rank hold KMI.WS as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining Kinder Morgan Inc position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,280 Kinder Morgan Inc shares in Q4 2016.
  • Carson Wealth (CWM LLC) first reported a position in Kinder Morgan Inc in Q3 2013 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Kinder Morgan Inc position peaked at $5K in Q4 2013.
  • 160 funds tracked by Wall St. Rank held Kinder Morgan Inc as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.