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Constellation Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Constellation 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
2014
Q4 		– Sell
-14,087
Closed -$540K – 187
2014
Q3 		$540K Sell
14,087
-2,697
-16% -$102K 0.05% 138
2014
Q2 		$609K Hold
16,784
– – 0.07% 118
2014
Q1 		$545K Buy
16,784
+2,848
+20% +$95.4K 0.05% 139
2013
Q4 		$501K Buy
13,936
+1,140
+9% +$39.9K 0.05% 148
2013
Q3 		$455K Buy
12,796
+4,904
+62% +$184K 0.05% 146
2013
Q2 		$301K Buy
+7,892
New +$306K 0.04% 163

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HC
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KACA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return