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KMS Financial Services’s Kinder Morgan KMI Stock Holding History

KMS Financial 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
2014
Q3 		$2.37M Buy
61,738
+14,113
+30% +$536K 0.33% 70
2014
Q2 		$1.73M Buy
47,625
+8,818
+23% +$298K 0.25% 99
2014
Q1 		$1.26M Buy
38,807
+7,860
+25% +$263K 0.2% 122
2013
Q4 		$1.11M Buy
30,947
+23,560
+319% +$826K 0.19% 126
2013
Q3 		$263K Buy
+7,387
New +$277K 0.06% 323

Other funds holding KMI

HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KMS Financial Services's KMI Position: Q3 2014 in Review

KMS Financial Services increased its Kinder Morgan (KMI) stake by 30% in Q3 2014, buying an estimated $536K and bringing the position to 61,738 shares worth $2.37M. The position accounts for 0.33% of the portfolio, ranked #70.

KMS Financial Services first reported a position in KMI in Q3 2013 and has held it in 5 quarters since. 794 funds tracked by Wall St. Rank hold KMI as of Q3 2014.

  • KMS Financial Services held 61,738 shares of Kinder Morgan worth $2.37M as of Q3 2014.
  • KMS Financial Services bought 14,113 Kinder Morgan shares in Q3 2014, an estimated $536K.
  • Kinder Morgan made up 0.33% of KMS Financial Services's portfolio in Q3 2014, its #70 holding.
  • KMS Financial Services first reported a position in Kinder Morgan in Q3 2013 and has held it in 5 quarters since.
  • 794 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.