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MSI Financial Services’s Kinder Morgan KMI Stock Holding History

MSI Financial 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
2016
Q4 		$1.68M Buy
81,256
+1,390
+2% +$29.4K 0.05% 295
2016
Q3 		$1.85M Sell
79,866
-27,602
-26% -$585K 0.06% 271
2016
Q2 		$2.01M Sell
107,468
-5,910
-5% -$105K 0.07% 252
2016
Q1 		$2.02M Sell
113,378
-12,992
-10% -$213K 0.08% 236
2015
Q4 		$1.89M Buy
126,370
+28,428
+29% +$677K 0.09% 228
2015
Q3 		$2.71M Sell
97,942
-23,899
-20% -$791K 0.21% 101
2015
Q2 		$4.68M Buy
121,841
+3,503
+3% +$146K 0.33% 64
2015
Q1 		$4.98M Buy
118,338
+31,978
+37% +$1.32M 0.35% 65
2014
Q4 		$3.65M Buy
86,360
+72,606
+528% +$2.86M 0.4% 55
2014
Q3 		$527K Buy
13,754
+5,186
+61% +$197K 0.06% 330
2014
Q2 		$311K Buy
8,568
+2,430
+40% +$82K 0.04% 446
2014
Q1 		$199K Buy
6,138
+1,613
+36% +$54.1K 0.03% 523
2013
Q4 		$163K Buy
4,525
+1,528
+51% +$53.5K 0.02% 575
2013
Q3 		$107K Buy
2,997
+1,819
+154% +$68.2K 0.02% 632
2013
Q2 		$45K Buy
+1,178
New +$45.7K 0.01% 933

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSI Financial Services's KMI Position: Q4 2016 in Review

MSI Financial Services increased its Kinder Morgan (KMI) stake by 1.7% in Q4 2016, buying an estimated $29.4K and bringing the position to 81,256 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #295.

MSI Financial Services first reported a position in KMI in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.98M in Q1 2015. 1,060 funds tracked by Wall St. Rank hold KMI as of Q4 2016.

  • MSI Financial Services held 81,256 shares of Kinder Morgan worth $1.68M as of Q4 2016.
  • MSI Financial Services bought 1,390 Kinder Morgan shares in Q4 2016, an estimated $29.4K.
  • Kinder Morgan made up 0.05% of MSI Financial Services's portfolio in Q4 2016, its #295 holding.
  • MSI Financial Services first reported a position in Kinder Morgan in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Kinder Morgan position peaked at $4.98M in Q1 2015.
  • 1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.