Mark Sheptoff Financial Planning’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 |
-641
| Closed | – | – | 390 |
|
|
2017
Q1 | $0 | Sell |
641
-319
| -33% | -$1 | ﹤0.01% | 383 |
|
|
2016
Q4 | $0 | Hold |
960
| – | – | ﹤0.01% | 388 |
|
|
2016
Q3 | $0 | Sell |
960
-320
| -25% | -$7 | ﹤0.01% | 391 |
|
|
2016
Q2 | $0 | Hold |
1,280
| – | – | ﹤0.01% | 395 |
|
|
2016
Q1 | $0 | Hold |
1,280
| – | – | ﹤0.01% | 419 |
|
|
2015
Q4 | $0 | Sell |
1,280
-320
| -20% | -$153 | ﹤0.01% | 453 |
|
|
2015
Q3 | $1K | Sell |
1,600
-1,024
| -39% | -$1.58K | ﹤0.01% | 393 |
|
|
2015
Q2 | $7K | Sell |
2,624
-320
| -11% | -$1.31K | 0.01% | 294 |
|
|
2015
Q1 | $12K | Sell |
2,944
-320
| -10% | -$1.25K | 0.01% | 257 |
|
|
2014
Q4 | $14K | Sell |
3,264
-320
| -9% | -$1.14K | 0.01% | 247 |
|
|
2014
Q3 | $13K | Hold |
3,584
| – | – | 0.01% | 259 |
|
|
2014
Q2 | $10K | Hold |
3,584
| – | – | 0.01% | 278 |
|
|
2014
Q1 | $6K | Buy |
+3,584
| New | +$9.06K | 0.01% | 317 |
|
Mark Sheptoff Financial Planning's KMI.WS Position: Q2 2017 in Review
Mark Sheptoff Financial Planning sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 641 shares.
Mark Sheptoff Financial Planning first reported a position in KMI.WS in Q1 2014 and held it in 13 quarters. The position peaked at $14K in Q4 2014. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.
- Mark Sheptoff Financial Planning reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 641 Kinder Morgan Inc shares in Q2 2017.
- Mark Sheptoff Financial Planning first reported a position in Kinder Morgan Inc in Q1 2014 and held it in 13 quarters.
- Mark Sheptoff Financial Planning's Kinder Morgan Inc position peaked at $14K in Q4 2014.
- 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.
Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2017, filed 9 Aug 2017.