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Elite Wealth Management’s Kinder Morgan KMI Stock Holding History

Elite Wealth Management’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
2016
Q3 		$24K Buy
+1,050
New +$22.2K 0.04% 82
2014
Q1 		– Sell
-308
Closed -$11K – 519
2013
Q4 		$11K Buy
+308
New +$10.8K 0.01% 346

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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elite Wealth Management's KMI Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Kinder Morgan (KMI) in Q3 2016: 1,050 shares worth $24K. The stake represents 0.04% of the portfolio and ranks #82 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in KMI as recently as Q4 2013.

Elite Wealth Management first reported a position in KMI in Q4 2013 and has held it in 2 quarters since. 1,033 funds tracked by Wall St. Rank hold KMI as of Q3 2016.

  • Elite Wealth Management held 1,050 shares of Kinder Morgan worth $24K as of Q3 2016.
  • Kinder Morgan was a new Elite Wealth Management position in Q3 2016.
  • Kinder Morgan made up 0.04% of Elite Wealth Management's portfolio in Q3 2016, its #82 holding.
  • Elite Wealth Management first reported a position in Kinder Morgan in Q4 2013 and has held it in 2 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.