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LBA Wealth Management’s Kinder Morgan KMI Stock Holding History

LBA Wealth Management’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 		$39K Buy
1,813
+1,000
+123% +$21.9K 0.02% 219
2016
Q4 		$17K Hold
813
– – 0.01% 276
2016
Q3 		$19K Hold
813
– – 0.01% 264
2016
Q2 		$15K Buy
813
+500
+160% +$8.91K 0.01% 274
2016
Q1 		$6K Buy
+313
New +$5.12K ﹤0.01% 337

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA Wealth Management's KMI Position: Q1 2017 in Review

LBA Wealth Management increased its Kinder Morgan (KMI) stake by 123% in Q1 2017, buying an estimated $21.9K and bringing the position to 1,813 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #219.

LBA Wealth Management first reported a position in KMI in Q1 2016 and has held it in 5 quarters since. 1,040 funds tracked by Wall St. Rank hold KMI as of Q1 2017.

  • LBA Wealth Management held 1,813 shares of Kinder Morgan worth $39K as of Q1 2017.
  • LBA Wealth Management bought 1,000 Kinder Morgan shares in Q1 2017, an estimated $21.9K.
  • Kinder Morgan made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #219 holding.
  • LBA Wealth Management first reported a position in Kinder Morgan in Q1 2016 and has held it in 5 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.