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OTA Financial Group’s Kinder Morgan KMI Stock Holding History

OTA Financial Group’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
Q3 		– Sell
-23,055
Closed -$431K – 71
2016
Q2 		$431K Buy
23,055
+8,413
+57% +$150K 0.33% 42
2016
Q1 		$261K Buy
+14,642
New +$240K 0.45% 49

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OTA Financial Group's KMI Position: Q3 2016 in Review

OTA Financial Group sold out of Kinder Morgan (KMI) in Q3 2016, closing a stake of 23,055 shares — an estimated $431K sold.

OTA Financial Group first reported a position in KMI in Q1 2016 and held it in 2 quarters. The position peaked at $431K in Q2 2016. 1,033 funds tracked by Wall St. Rank hold KMI as of Q3 2016.

  • OTA Financial Group reported no remaining Kinder Morgan position as of Q3 2016 after selling out during the quarter.
  • OTA Financial Group sold 23,055 Kinder Morgan shares in Q3 2016, an estimated $431K.
  • OTA Financial Group first reported a position in Kinder Morgan in Q1 2016 and held it in 2 quarters.
  • OTA Financial Group's Kinder Morgan position peaked at $431K in Q2 2016.
  • 1,033 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2016.

Based on OTA Financial Group's 13F filing for Q3 2016, filed 27 Oct 2016.