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Staton Financial Advisors’s Kinder Morgan KMI Stock Holding History

Staton Financial 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
2015
Q4 		– Sell
-31,491
Closed -$872K – 37
2015
Q3 		$872K Buy
31,491
+7,585
+32% +$251K 0.92% 28
2015
Q2 		$918K Buy
23,906
+70
+0.3% +$2.92K 0.87% 31
2015
Q1 		$1M Buy
+23,836
New +$987K 0.92% 29

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
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
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Staton Financial Advisors's KMI Position: Q4 2015 in Review

Staton Financial Advisors sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 31,491 shares — an estimated $872K sold.

Staton Financial Advisors first reported a position in KMI in Q1 2015 and held it in 3 quarters. The position peaked at $1M in Q1 2015. 1,042 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • Staton Financial Advisors reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • Staton Financial Advisors sold 31,491 Kinder Morgan shares in Q4 2015, an estimated $872K.
  • Staton Financial Advisors first reported a position in Kinder Morgan in Q1 2015 and held it in 3 quarters.
  • Staton Financial Advisors's Kinder Morgan position peaked at $1M in Q1 2015.
  • 1,042 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on Staton Financial Advisors's 13F filing for Q4 2015, filed 18 Jul 2017.