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Mogy Joel R Investment Counsel’s Kinder Morgan KMI Stock Holding History

Mogy Joel R Investment Counsel’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
Q3 		– Sell
-7,017
Closed -$269K – 136
2015
Q2 		$269K Hold
7,017
– – 0.05% 130
2015
Q1 		$295K Hold
7,017
– – 0.06% 128
2014
Q4 		$297K Buy
+7,017
New +$276K 0.06% 132

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Mogy Joel R Investment Counsel's KMI Position: Q3 2015 in Review

Mogy Joel R Investment Counsel sold out of Kinder Morgan (KMI) in Q3 2015, closing a stake of 7,017 shares — an estimated $269K sold.

Mogy Joel R Investment Counsel first reported a position in KMI in Q4 2014 and held it in 3 quarters. The position peaked at $297K in Q4 2014. 1,183 funds tracked by Wall St. Rank hold KMI as of Q3 2015.

  • Mogy Joel R Investment Counsel reported no remaining Kinder Morgan position as of Q3 2015 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 7,017 Kinder Morgan shares in Q3 2015, an estimated $269K.
  • Mogy Joel R Investment Counsel first reported a position in Kinder Morgan in Q4 2014 and held it in 3 quarters.
  • Mogy Joel R Investment Counsel's Kinder Morgan position peaked at $297K in Q4 2014.
  • 1,183 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2015.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2015, filed 12 Nov 2015.