IWMPD
KMI.WS

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

Integrated Wealth Management (Palm Desert)’s Portfolio KMI.WS Stock Details KMI.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-211
Closed – – 1277
2016
Q3 		$0 Hold
211
– – ﹤0.01% 1421
2016
Q2 		$0 Hold
211
– – ﹤0.01% 1465
2016
Q1 		$0 Hold
211
– – ﹤0.01% 1423
2015
Q4 		$0 Sell
211
-8,400
-98% -$4.01K ﹤0.01% 1471
2015
Q3 		$8K Buy
8,611
+5,000
+138% +$7.7K ﹤0.01% 841
2015
Q2 		$10K Buy
3,611
+3,400
+1,611% +$13.9K ﹤0.01% 808
2015
Q1 		$0 Buy
+211
New +$822 ﹤0.01% 1436

Other funds holding KMI.WS

RCM
RB Capital Management Reno, Nevada $471M AUM 18.5% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $1.1B AUM 171.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.14% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KMI.WS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Kinder Morgan Inc (KMI.WS) in Q4 2016, closing a stake of 211 shares.

Integrated Wealth Management (Palm Desert) first reported a position in KMI.WS in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q2 2015. 160 funds tracked by Wall St. Rank hold KMI.WS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Kinder Morgan Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 211 Kinder Morgan Inc shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Kinder Morgan Inc in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Kinder Morgan Inc position peaked at $10K in Q2 2015.
  • 160 funds tracked by Wall St. Rank held Kinder Morgan Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.