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Patriot Wealth Management’s Kinder Morgan KMI Stock Holding History

Patriot Wealth Management’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
-112,993
Closed -$4.78M – 64
2014
Q4 		$4.78M Buy
112,993
+5,219
+5% +$206K 1.12% 37
2014
Q3 		$4.13M Buy
107,774
+2,848
+3% +$108K 1.02% 41
2014
Q2 		$3.81M Buy
104,926
+573
+0.5% +$19.3K 0.96% 42
2014
Q1 		$3.39M Buy
104,353
+2,218
+2% +$74.3K 0.9% 44
2013
Q4 		$3.68M Sell
102,135
-720
-0.7% -$25.2K 1.01% 42
2013
Q3 		$3.66M Buy
+102,855
New +$3.86M 1.08% 39

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 16.07% 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 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Wealth Management's KMI Position: Q1 2015 in Review

Patriot Wealth Management sold out of Kinder Morgan (KMI) in Q1 2015, closing a stake of 112,993 shares — an estimated $4.78M sold.

Patriot Wealth Management first reported a position in KMI in Q3 2013 and held it in 6 quarters. The position peaked at $4.78M in Q4 2014. 1,242 funds tracked by Wall St. Rank hold KMI as of Q1 2015.

  • Patriot Wealth Management reported no remaining Kinder Morgan position as of Q1 2015 after selling out during the quarter.
  • Patriot Wealth Management sold 112,993 Kinder Morgan shares in Q1 2015, an estimated $4.78M.
  • Patriot Wealth Management first reported a position in Kinder Morgan in Q3 2013 and held it in 6 quarters.
  • Patriot Wealth Management's Kinder Morgan position peaked at $4.78M in Q4 2014.
  • 1,242 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2015.

Based on Patriot Wealth Management's 13F filing for Q1 2015, filed 15 Apr 2015.