Ropes Wealth Advisors’s Kinder Morgan Inc KMI.WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-864
Closed 619
2017
Q1
$0 Hold
864
﹤0.01% 588
2016
Q4
$0 Hold
864
﹤0.01% 520
2016
Q3
$0 Sell
864
-1,123
-57% -$25 ﹤0.01% 530
2016
Q2
$0 Buy
1,987
+1,123
+130% +$31 ﹤0.01% 558
2016
Q1
$0 Hold
864
﹤0.01% 555
2015
Q4
$0 Hold
864
﹤0.01% 567
2015
Q3
$1K Buy
+864
New +$1.33K ﹤0.01% 407

Ropes Wealth Advisors's KMI.WS Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 864 shares.

Ropes Wealth Advisors first reported a position in KMI.WS in Q3 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2015. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 864 Kinder Morgan Inc shares in Q2 2017.
  • Ropes Wealth Advisors first reported a position in Kinder Morgan Inc in Q3 2015 and held it in 7 quarters.
  • Ropes Wealth Advisors's Kinder Morgan Inc position peaked at $1K in Q3 2015.
  • 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.