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Integrated Wealth Counsel’s Kinder Morgan KMI Stock Holding History

Integrated Wealth Counsel’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
Q4 		$21K Hold
1,000
– – 0.05% 108
2016
Q3 		$23K Buy
+1,000
New +$21.2K 0.05% 94
2013
Q3 		– Sell
-273
Closed -$10K – 201
2013
Q2 		$10K Buy
+273
New +$10.6K 0.01% 161

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 $3.37T AUM 44.26% 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 $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Counsel's KMI Position: Q4 2016 in Review

Integrated Wealth Counsel held its Kinder Morgan (KMI) position steady in Q4 2016 at 1,000 shares worth $21K. The position accounts for 0.05% of the portfolio, ranked #108.

Integrated Wealth Counsel first reported a position in KMI in Q2 2013 and has held it in 3 quarters since. The position peaked at $23K in Q3 2016. 1,061 funds tracked by Wall St. Rank hold KMI as of Q4 2016.

  • Integrated Wealth Counsel held 1,000 shares of Kinder Morgan worth $21K as of Q4 2016.
  • Integrated Wealth Counsel left its Kinder Morgan share count unchanged in Q4 2016.
  • Kinder Morgan made up 0.05% of Integrated Wealth Counsel's portfolio in Q4 2016, its #108 holding.
  • Integrated Wealth Counsel first reported a position in Kinder Morgan in Q2 2013 and has held it in 3 quarters since.
  • Integrated Wealth Counsel's Kinder Morgan position peaked at $23K in Q3 2016.
  • 1,061 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.