SHWM
KMI.WS

Smith & Howard Wealth Management’s Kinder Morgan Inc KMI.WS Stock Holding History

Smith & Howard Wealth Management’s Portfolio KMI.WS Stock Details KMI.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-936
Closed -$4K – 249
2013
Q4 		$4K Hold
936
– – ﹤0.01% 230
2013
Q3 		$5K Hold
936
– – ﹤0.01% 222
2013
Q2 		$5K Buy
+936
New +$5.13K ﹤0.01% 201

Other funds holding KMI.WS

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Smith & Howard Wealth Management's KMI.WS Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Kinder Morgan Inc (KMI.WS) in Q1 2014, closing a stake of 936 shares — an estimated $4K sold.

Smith & Howard Wealth Management first reported a position in KMI.WS in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q3 2013. 190 funds tracked by Wall St. Rank hold KMI.WS as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Kinder Morgan Inc position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 936 Kinder Morgan Inc shares in Q1 2014, an estimated $4K.
  • Smith & Howard Wealth Management first reported a position in Kinder Morgan Inc in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Kinder Morgan Inc position peaked at $5K in Q3 2013.
  • 190 funds tracked by Wall St. Rank held Kinder Morgan Inc as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.