Integrated Wealth Management (Palm Desert)’s Kinder Morgan KMI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$391K	Sell	17,963 -130	-0.7%	-$2.84K	0.13%	157
2016 Q4	$375K	Sell	18,093 -19,947	-52%	-$422K	0.14%	156
2016 Q3	$880K	Buy	38,040 +61	+0.2%	+$1.29K	0.32%	77
2016 Q2	$711K	Sell	37,979 -962	-2%	-$17.1K	0.27%	80
2016 Q1	$695K	Sell	38,941 -3,269	-8%	-$53.5K	0.29%	74
2015 Q4	$630K	Sell	42,210 -1,507	-3%	-$35.9K	0.27%	82
2015 Q3	$1.21M	Buy	43,717 +2,345	+6%	+$77.7K	0.53%	46
2015 Q2	$1.59M	Buy	41,372 +266	+0.6%	+$11.1K	0.62%	34
2015 Q1	$1.73M	Buy	+41,106	New	+$1.7M	0.72%	30

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KMI Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its Kinder Morgan (KMI) stake by 0.72% in Q1 2017, selling an estimated $2.84K and leaving 17,963 shares worth $391K. The position accounts for 0.13% of the portfolio, ranked #157.

Integrated Wealth Management (Palm Desert) first reported a position in KMI in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2015. 1,041 funds tracked by Wall St. Rank hold KMI as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 17,963 shares of Kinder Morgan worth $391K as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 130 Kinder Morgan shares in Q1 2017, an estimated $2.84K.
Kinder Morgan made up 0.13% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #157 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Kinder Morgan in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Kinder Morgan position peaked at $1.73M in Q1 2015.
1,041 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.