GWS
KMI.WS

Glassman Wealth Services’s Kinder Morgan Inc KMI.WS Stock Holding History

Glassman Wealth Services’s Portfolio KMI.WS Stock Details KMI.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-960
Closed – – 725
2017
Q1 		$0 Hold
960
– – ﹤0.01% 767
2016
Q4 		$0 Hold
960
– – ﹤0.01% 760
2016
Q3 		$0 Hold
960
– – ﹤0.01% 643
2016
Q2 		$0 Hold
960
– – ﹤0.01% 484
2016
Q1 		$0 Hold
960
– – ﹤0.01% 464
2015
Q4 		$0 Hold
960
– – ﹤0.01% 456
2015
Q3 		$1K Hold
960
– – ﹤0.01% 411
2015
Q2 		$3K Buy
+960
New +$3.93K ﹤0.01% 400

Glassman Wealth Services's KMI.WS Position: Q2 2017 in Review

Glassman Wealth Services sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 960 shares.

Glassman Wealth Services first reported a position in KMI.WS in Q2 2015 and held it in 8 quarters. The position peaked at $3K in Q2 2015. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.

  • Glassman Wealth Services reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 960 Kinder Morgan Inc shares in Q2 2017.
  • Glassman Wealth Services first reported a position in Kinder Morgan Inc in Q2 2015 and held it in 8 quarters.
  • Glassman Wealth Services's Kinder Morgan Inc position peaked at $3K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.

Based on Glassman Wealth Services's 13F filing for Q2 2017, filed 9 Aug 2017.