Creative Planning’s Kinder Morgan Inc KMI.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-24,762
| Closed | – | – | 5124 |
|
|
2017
Q1 | $0 | Sell |
24,762
-2
| -0% | – | ﹤0.01% | 5181 |
|
|
2016
Q4 | $0 | Buy |
24,764
+214
| +0.9% | +$2 | ﹤0.01% | 5131 |
|
|
2016
Q3 | $0 | Buy |
24,550
+788
| +3% | +$18 | ﹤0.01% | 4972 |
|
|
2016
Q2 | $0 | Sell |
23,762
-139
| -0.6% | -$4 | ﹤0.01% | 4783 |
|
|
2016
Q1 | $1K | Sell |
23,901
-988
| -4% | -$60 | ﹤0.01% | 4281 |
|
|
2015
Q4 | $1K | Buy |
24,889
+824
| +3% | +$394 | ﹤0.01% | 4371 |
|
|
2015
Q3 | $22K | Buy |
24,065
+2,522
| +12% | +$3.88K | ﹤0.01% | 2675 |
|
|
2015
Q2 | $58K | Buy |
21,543
+69
| +0.3% | +$282 | ﹤0.01% | 1027 |
|
|
2015
Q1 | $88K | Sell |
21,474
-4,498
| -17% | -$17.5K | ﹤0.01% | 1642 |
|
|
2014
Q4 | $111K | Buy |
25,972
+11,543
| +80% | +$41.1K | ﹤0.01% | 1507 |
|
|
2014
Q3 | $53K | Sell |
14,429
-7,549
| -34% | -$25.4K | ﹤0.01% | 1889 |
|
|
2014
Q2 | $61K | Buy |
21,978
+2,201
| +11% | +$4.89K | ﹤0.01% | 1752 |
|
|
2014
Q1 | $35K | Sell |
19,777
-2,153
| -10% | -$5.44K | ﹤0.01% | 2043 |
|
|
2013
Q4 | $89K | Buy |
21,930
+751
| +4% | +$3.24K | ﹤0.01% | 1273 |
|
|
2013
Q3 | $105K | Buy |
21,179
+1,145
| +6% | +$6.03K | ﹤0.01% | 1087 |
|
|
2013
Q2 | $103K | Buy |
+20,034
| New | +$110K | ﹤0.01% | 977 |
|
Creative Planning's KMI.WS Position: Q2 2017 in Review
Creative Planning sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 24,762 shares.
Creative Planning first reported a position in KMI.WS in Q2 2013 and held it in 16 quarters. The position peaked at $111K in Q4 2014. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.
- Creative Planning reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
- Creative Planning sold 24,762 Kinder Morgan Inc shares in Q2 2017.
- Creative Planning first reported a position in Kinder Morgan Inc in Q2 2013 and held it in 16 quarters.
- Creative Planning's Kinder Morgan Inc position peaked at $111K in Q4 2014.
- 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.
Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.