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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

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 $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Constellation Wealth Advisors's KMI Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of Kinder Morgan (KMI) in Q4 2014, closing a stake of 14,087 shares — an estimated $540K sold.

Constellation Wealth Advisors first reported a position in KMI in Q2 2013 and held it in 6 quarters. The position peaked at $609K in Q2 2014. 1,229 funds tracked by Wall St. Rank hold KMI as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining Kinder Morgan position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 14,087 Kinder Morgan shares in Q4 2014, an estimated $540K.
  • Constellation Wealth Advisors first reported a position in Kinder Morgan in Q2 2013 and held it in 6 quarters.
  • Constellation Wealth Advisors's Kinder Morgan position peaked at $609K in Q2 2014.
  • 1,229 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.