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.