SFWA
KMI.WS

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

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-915
Closed -$2K – 280
2015
Q2 		$2K Buy
+915
New +$3.75K ﹤0.01% 265

Other funds holding KMI.WS

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Summit Financial Wealth Advisors's KMI.WS Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Kinder Morgan Inc (KMI.WS) in Q3 2015, closing a stake of 915 shares — an estimated $2K sold.

Summit Financial Wealth Advisors first reported a position in KMI.WS in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 195 funds tracked by Wall St. Rank hold KMI.WS as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Kinder Morgan Inc position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 915 Kinder Morgan Inc shares in Q3 2015, an estimated $2K.
  • Summit Financial Wealth Advisors first reported a position in Kinder Morgan Inc in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Kinder Morgan Inc position peaked at $2K in Q2 2015.
  • 195 funds tracked by Wall St. Rank held Kinder Morgan Inc as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.