Partnervest Advisory Services’s Kinder Morgan KMI Stock Holding History

Partnervest Advisory 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 Q1	–	Sell	-8,630	Closed	-$365K	–	177
2014 Q4	$365K	Buy	+8,630	New	+$340K	0.18%	99
2014 Q3	–	Sell	-3,333	Closed	-$121K	–	503
2014 Q2	$121K	Buy	3,333 +117	+4%	+$3.95K	0.05%	218
2014 Q1	$104K	Buy	3,216 +2,345	+269%	+$78.6K	0.05%	227
2013 Q4	$31K	Sell	871 -1,756	-67%	-$61.5K	0.01%	399
2013 Q3	$93K	Buy	2,627 +65	+3%	+$2.44K	0.05%	200
2013 Q2	$98K	Buy	+2,562	New	+$99.4K	0.04%	159

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partnervest Advisory Services's KMI Position: Q1 2015 in Review

Partnervest Advisory Services sold out of Kinder Morgan (KMI) in Q1 2015, closing a stake of 8,630 shares — an estimated $365K sold.

Partnervest Advisory Services first reported a position in KMI in Q2 2013 and held it in 6 quarters. The position peaked at $365K in Q4 2014. 1,244 funds tracked by Wall St. Rank hold KMI as of Q1 2015.

Partnervest Advisory Services reported no remaining Kinder Morgan position as of Q1 2015 after selling out during the quarter.
Partnervest Advisory Services sold 8,630 Kinder Morgan shares in Q1 2015, an estimated $365K.
Partnervest Advisory Services first reported a position in Kinder Morgan in Q2 2013 and held it in 6 quarters.
Partnervest Advisory Services's Kinder Morgan position peaked at $365K in Q4 2014.
1,244 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2015.

Based on Partnervest Advisory Services's 13F filing for Q1 2015, filed 11 May 2015.