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Gary Goldberg Planning Services’s Kinder Morgan KMI Stock Holding History

Gary Goldberg Planning Services’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 		$11.8M Buy
279,154
+78,515
+39% +$3.09M 4.96% 1
2014
Q3 		$7.69M Buy
200,639
+11,174
+6% +$425K 3.2% 8
2014
Q2 		$6.87M Buy
189,465
+110,968
+141% +$3.75M 3.02% 10
2014
Q1 		$2.55M Buy
78,497
+49,850
+174% +$1.67M 1.25% 22
2013
Q4 		$1.03M Buy
28,647
+27,947
+3,992% +$979K 0.6% 40
2013
Q3 		$25K Hold
700
– – 0.02% 238
2013
Q2 		$27K Buy
+700
New +$27.2K 0.02% 227

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
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 $645B AUM 30.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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 $1.9T AUM 41.92% 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 $544B AUM 28.31% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Gary Goldberg Planning Services's KMI Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Kinder Morgan (KMI) stake by 39% in Q4 2014, buying an estimated $3.09M and bringing the position to 279,154 shares worth $11.8M. The position accounts for 4.96% of the portfolio, ranked #1.

Gary Goldberg Planning Services first reported a position in KMI in Q2 2013 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold KMI as of Q4 2014.

  • Gary Goldberg Planning Services held 279,154 shares of Kinder Morgan worth $11.8M as of Q4 2014.
  • Gary Goldberg Planning Services bought 78,515 Kinder Morgan shares in Q4 2014, an estimated $3.09M.
  • Kinder Morgan made up 4.96% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #1 holding.
  • Gary Goldberg Planning Services first reported a position in Kinder Morgan in Q2 2013 and has held it in 7 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.