Heritage Trust’s Kinder Morgan Inc KMI.WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-384
Closed 375
2017
Q1
$0 Buy
+384
New +$2 ﹤0.01% 339

Heritage Trust's KMI.WS Position: Q2 2017 in Review

Heritage Trust sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 384 shares.

Heritage Trust first reported a position in KMI.WS in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.

  • Heritage Trust reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
  • Heritage Trust sold 384 Kinder Morgan Inc shares in Q2 2017.
  • Heritage Trust first reported a position in Kinder Morgan Inc in Q1 2017 and held it in 1 quarter.
  • Heritage Trust's Kinder Morgan Inc position peaked at $0 in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.

Based on Heritage Trust's 13F filing for Q2 2017, filed 9 Aug 2017.