Kelleher Financial Advisors’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 |
-14,000
| Closed | – | – | 94 |
|
|
2017
Q1 | $0 | Sell |
14,000
-77,176
| -85% | -$332 | ﹤0.01% | 148 |
|
|
2016
Q4 | $0 | Sell |
91,176
-207,709
| -69% | -$1.6K | ﹤0.01% | 150 |
|
|
2016
Q3 | $4K | Hold |
298,885
| – | – | ﹤0.01% | 146 |
|
|
2016
Q2 | $4K | Buy |
298,885
+26,374
| +10% | +$736 | ﹤0.01% | 137 |
|
|
2016
Q1 | $10K | Sell |
272,511
-26,374
| -9% | -$1.6K | 0.01% | 203 |
|
|
2015
Q4 | $17K | Sell |
298,885
-67,400
| -18% | -$32.2K | 0.01% | 117 |
|
|
2015
Q3 | $336K | Sell |
366,285
-1,920
| -0.5% | -$2.96K | 0.22% | 81 |
|
|
2015
Q2 | $994K | Sell |
368,205
-46,434
| -11% | -$190K | 0.57% | 51 |
|
|
2015
Q1 | $1.7M | Sell |
414,639
-6,329
| -2% | -$24.7K | 0.94% | 38 |
|
|
2014
Q4 | $1.79M | Buy |
420,968
+2,000
| +0.5% | +$7.11K | 0.96% | 38 |
|
|
2014
Q3 | $1.46M | Sell |
418,968
-1,056
| -0.3% | -$3.56K | 0.79% | 40 |
|
|
2014
Q2 | $1.17M | Buy |
420,024
+2,500
| +0.6% | +$5.55K | 0.61% | 44 |
|
|
2014
Q1 | $734K | Sell |
417,524
-580
| -0.1% | -$1.47K | 0.4% | 52 |
|
|
2013
Q4 | $1.7M | Buy |
418,104
+18,200
| +5% | +$78.6K | 0.88% | 35 |
|
|
2013
Q3 | $1.99M | Sell |
399,904
-3,560
| -0.9% | -$18.7K | 1.13% | 33 |
|
|
2013
Q2 | $2.07M | Buy |
+403,464
| New | +$2.21M | 1.26% | 28 |
|
Kelleher Financial Advisors's KMI.WS Position: Q2 2017 in Review
Kelleher Financial Advisors sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 14,000 shares.
Kelleher Financial Advisors first reported a position in KMI.WS in Q2 2013 and held it in 16 quarters. The position peaked at $2.07M in Q2 2013. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.
- Kelleher Financial Advisors reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
- Kelleher Financial Advisors sold 14,000 Kinder Morgan Inc shares in Q2 2017.
- Kelleher Financial Advisors first reported a position in Kinder Morgan Inc in Q2 2013 and held it in 16 quarters.
- Kelleher Financial Advisors's Kinder Morgan Inc position peaked at $2.07M in Q2 2013.
- 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.
Based on Kelleher Financial Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.