Gupta Wealth Management’s Kinder Morgan KMI Stock Holding History

Gupta 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 Q1	$167K	Buy	9,378 +8,034	+598%	+$131K	0.04%	268
2015 Q4	$20K	Sell	1,344 -14,434	-91%	-$344K	0.01%	662
2015 Q3	$437K	Buy	15,778 +3,607	+30%	+$119K	0.11%	151
2015 Q2	$467K	Sell	12,171 -20,443	-63%	-$853K	0.11%	155
2015 Q1	$1.37M	Buy	+32,614	New	+$1.35M	0.4%	62

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's KMI Position: Q1 2016 in Review

Gupta Wealth Management increased its Kinder Morgan (KMI) stake by 598% in Q1 2016, buying an estimated $131K and bringing the position to 9,378 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #268.

Gupta Wealth Management first reported a position in KMI in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.37M in Q1 2015. 1,030 funds tracked by Wall St. Rank hold KMI as of Q1 2016.

Gupta Wealth Management held 9,378 shares of Kinder Morgan worth $167K as of Q1 2016.
Gupta Wealth Management bought 8,034 Kinder Morgan shares in Q1 2016, an estimated $131K.
Kinder Morgan made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #268 holding.
Gupta Wealth Management first reported a position in Kinder Morgan in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Kinder Morgan position peaked at $1.37M in Q1 2015.
1,030 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.