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Simply Money Advisors’s Kinder Morgan KMI Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-105
Closed -$4K – 256
2013
Q2 		$4K Buy
+105
New +$4.07K ﹤0.01% 296

Other funds holding KMI

HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Simply Money Advisors's KMI Position: Q3 2013 in Review

Simply Money Advisors sold out of Kinder Morgan (KMI) in Q3 2013, closing a stake of 105 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in KMI in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 643 funds tracked by Wall St. Rank hold KMI as of Q3 2013.

  • Simply Money Advisors reported no remaining Kinder Morgan position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 105 Kinder Morgan shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Kinder Morgan in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Kinder Morgan position peaked at $4K in Q2 2013.
  • 643 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.