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Genesis Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Genesis Wealth Advisors’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 		$155K Hold
4,029
– – 0.13% 78
2015
Q1 		$169K Sell
4,029
-3,388
-46% -$140K 0.14% 72
2014
Q4 		$312K Buy
+7,417
New +$292K 0.25% 44

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genesis Wealth Advisors's KMI Position: Q2 2015 in Review

Genesis Wealth Advisors held its Kinder Morgan (KMI) position steady in Q2 2015 at 4,029 shares worth $155K. The position accounts for 0.13% of the portfolio, ranked #78.

Genesis Wealth Advisors first reported a position in KMI in Q4 2014 and has held it in 3 quarters since. The position peaked at $312K in Q4 2014. 1,248 funds tracked by Wall St. Rank hold KMI as of Q2 2015.

  • Genesis Wealth Advisors held 4,029 shares of Kinder Morgan worth $155K as of Q2 2015.
  • Genesis Wealth Advisors left its Kinder Morgan share count unchanged in Q2 2015.
  • Kinder Morgan made up 0.13% of Genesis Wealth Advisors's portfolio in Q2 2015, its #78 holding.
  • Genesis Wealth Advisors first reported a position in Kinder Morgan in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Kinder Morgan position peaked at $312K in Q4 2014.
  • 1,248 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.