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McKinley Carter Wealth Services’s Kinder Morgan KMI Stock Holding History

McKinley Carter Wealth 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
2015
Q4 		– Sell
-8,428
Closed -$233K – 119
2015
Q3 		$233K Sell
8,428
-30,069
-78% -$996K 0.15% 97
2015
Q2 		$1.48M Buy
38,497
+33,291
+639% +$1.39M 0.8% 45
2015
Q1 		$219K Buy
+5,206
New +$216K 0.14% 103

Other funds holding KMI

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McKinley Carter Wealth Services's KMI Position: Q4 2015 in Review

McKinley Carter Wealth Services sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 8,428 shares — an estimated $233K sold.

McKinley Carter Wealth Services first reported a position in KMI in Q1 2015 and held it in 3 quarters. The position peaked at $1.48M in Q2 2015. 1,040 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • McKinley Carter Wealth Services reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 8,428 Kinder Morgan shares in Q4 2015, an estimated $233K.
  • McKinley Carter Wealth Services first reported a position in Kinder Morgan in Q1 2015 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Kinder Morgan position peaked at $1.48M in Q2 2015.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2015, filed 2 Feb 2016.