GW
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GW & Wade’s Kinder Morgan KMI Stock Holding History

GW & Wade’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 		– Sell
-18,504
Closed -$276K – 222
2015
Q4 		$276K Sell
18,504
-11,068
-37% -$264K 0.06% 166
2015
Q3 		$819K Sell
29,572
-216
-0.7% -$7.15K 0.18% 94
2015
Q2 		$1.14M Sell
29,788
-203
-0.7% -$8.47K 0.23% 89
2015
Q1 		$1.26M Buy
+29,991
New +$1.24M 0.24% 83

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

GW & Wade's KMI Position: Q1 2016 in Review

GW & Wade sold out of Kinder Morgan (KMI) in Q1 2016, closing a stake of 18,504 shares — an estimated $276K sold.

GW & Wade first reported a position in KMI in Q1 2015 and held it in 4 quarters. The position peaked at $1.26M in Q1 2015. 1,029 funds tracked by Wall St. Rank hold KMI as of Q1 2016.

  • GW & Wade reported no remaining Kinder Morgan position as of Q1 2016 after selling out during the quarter.
  • GW & Wade sold 18,504 Kinder Morgan shares in Q1 2016, an estimated $276K.
  • GW & Wade first reported a position in Kinder Morgan in Q1 2015 and held it in 4 quarters.
  • GW & Wade's Kinder Morgan position peaked at $1.26M in Q1 2015.
  • 1,029 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2016.

Based on GW & Wade's 13F filing for Q1 2016, filed 26 Apr 2016.