Investors Capital Advisory Services’s Kinder Morgan KMI Stock Holding History

Investors Capital Advisory Services’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 Q2	$1.17M	Buy	62,705 +1,424	+2%	+$25.4K	0.23%	120
2016 Q1	$1.09M	Buy	61,281 +11,064	+22%	+$181K	0.22%	125
2015 Q4	$748K	Sell	50,217 -37,475	-43%	-$893K	0.15%	207
2015 Q3	$2.43M	Sell	87,692 -6,036	-6%	-$200K	0.49%	35
2015 Q2	$3.6M	Sell	93,728 -48	-0.1%	-$2K	0.66%	16
2015 Q1	$3.94M	Buy	93,776 +2,197	+2%	+$91K	0.73%	16
2014 Q4	$3.87M	Buy	91,579 +66,610	+267%	+$2.62M	0.74%	16
2014 Q3	$956K	Sell	24,969 -6,141	-20%	-$233K	0.19%	154
2014 Q2	$1.13M	Buy	31,110 +12,921	+71%	+$436K	0.18%	171
2014 Q1	$590K	Buy	18,189 +1,829	+11%	+$61.3K	0.13%	238
2013 Q4	$588K	Buy	16,360 +1,674	+11%	+$58.7K	0.14%	221
2013 Q3	$521K	Buy	14,686 +6,456	+78%	+$242K	0.13%	232
2013 Q2	$313K	Buy	+8,230	New	+$319K	0.1%	302

Other funds holding KMI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Investors Capital Advisory Services's KMI Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Kinder Morgan (KMI) stake by 2.3% in Q2 2016, buying an estimated $25.4K and bringing the position to 62,705 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #120.

Investors Capital Advisory Services first reported a position in KMI in Q2 2013 and has held it in 13 quarters since. The position peaked at $3.94M in Q1 2015. 1,001 funds tracked by Wall St. Rank hold KMI as of Q2 2016.

Investors Capital Advisory Services held 62,705 shares of Kinder Morgan worth $1.17M as of Q2 2016.
Investors Capital Advisory Services bought 1,424 Kinder Morgan shares in Q2 2016, an estimated $25.4K.
Kinder Morgan made up 0.23% of Investors Capital Advisory Services's portfolio in Q2 2016, its #120 holding.
Investors Capital Advisory Services first reported a position in Kinder Morgan in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Kinder Morgan position peaked at $3.94M in Q1 2015.
1,001 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.