Creative Planning
KMI.PRA

Creative Planning’s Kinder Morgan, Inc. KMI.PRA Stock Holding History

Creative Planning’s Portfolio KMI.PRA Stock Details KMI.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,403
Closed -$62K – 4382
2017
Q2 		$62K Buy
1,403
+403
+40% +$18.1K ﹤0.01% 2348
2017
Q1 		$50K Hold
1,000
– – ﹤0.01% 2483
2016
Q4 		$49K Sell
1,000
-2,038
-67% -$98.5K ﹤0.01% 2410
2016
Q3 		$152K Buy
3,038
+2,000
+193% +$99.1K ﹤0.01% 1577
2016
Q2 		$51K Buy
1,038
+438
+73% +$20K ﹤0.01% 2131
2016
Q1 		$27K Hold
600
– – ﹤0.01% 2558
2015
Q4 		$24K Buy
+600
New +$25.1K ﹤0.01% 2727

Other funds holding KMI.PRA

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's KMI.PRA Position: Q3 2017 in Review

Creative Planning sold out of Kinder Morgan, Inc. (KMI.PRA) in Q3 2017, closing a stake of 1,403 shares — an estimated $62K sold.

Creative Planning first reported a position in KMI.PRA in Q4 2015 and held it in 7 quarters. The position peaked at $152K in Q3 2016. 89 funds tracked by Wall St. Rank hold KMI.PRA as of Q3 2017.

  • Creative Planning reported no remaining Kinder Morgan, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,403 Kinder Morgan, Inc. shares in Q3 2017, an estimated $62K.
  • Creative Planning first reported a position in Kinder Morgan, Inc. in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Kinder Morgan, Inc. position peaked at $152K in Q3 2016.
  • 89 funds tracked by Wall St. Rank held Kinder Morgan, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.