FMA Advisory’s Kinder Morgan KMI Stock Holding History

FMA Advisory’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
2015 Q2	$1.28M	Buy	+33,344	New	+$1.39M	0.8%	40
2014 Q4	$3.8M	Buy	89,749 +73,632	+457%	+$2.9M	1.32%	19
2014 Q3	$618K	Buy	+16,117	New	+$612K	0.23%	112
2014 Q1	–	Sell	-35,455	Closed	-$1.28M	–	126
2013 Q4	$1.28M	Sell	35,455 -111	-0.3%	-$3.89K	0.52%	79
2013 Q3	$1.26M	Buy	35,566 +1,907	+6%	+$71.5K	0.5%	67
2013 Q2	$1.28M	Buy	+33,659	New	+$1.31M	0.54%	63

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMA Advisory's KMI Position: Q2 2015 in Review

FMA Advisory opened a new position in Kinder Morgan (KMI) in Q2 2015: 33,344 shares worth $1.28M. The stake represents 0.8% of the portfolio and ranks #40 among its holdings. This is a return to the name: FMA Advisory previously reported a position in KMI as recently as Q4 2014.

FMA Advisory first reported a position in KMI in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.8M in Q4 2014. 1,249 funds tracked by Wall St. Rank hold KMI as of Q2 2015.

FMA Advisory held 33,344 shares of Kinder Morgan worth $1.28M as of Q2 2015.
Kinder Morgan was a new FMA Advisory position in Q2 2015.
Kinder Morgan made up 0.8% of FMA Advisory's portfolio in Q2 2015, its #40 holding.
FMA Advisory first reported a position in Kinder Morgan in Q2 2013 and has held it in 6 quarters since.
FMA Advisory's Kinder Morgan position peaked at $3.8M in Q4 2014.
1,249 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.