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SVA Wealth Management’s Kinder Morgan KMI Stock Holding History

SVA Wealth Management’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
-37,419
Closed -$1.04M – 212
2015
Q3 		$1.04M Sell
37,419
-25,826
-41% -$855K 0.19% 110
2015
Q2 		$2.43M Sell
63,245
-986
-2% -$41.2K 0.45% 67
2015
Q1 		$2.7M Buy
64,231
+35,406
+123% +$1.47M 0.49% 70
2014
Q4 		$1.22M Buy
28,825
+3,552
+14% +$140K 0.44% 52
2014
Q3 		$969K Buy
25,273
+1,490
+6% +$56.6K 0.41% 59
2014
Q2 		$862K Buy
23,783
+2,718
+13% +$91.8K 0.37% 66
2014
Q1 		$684K Buy
+21,065
New +$706K 0.32% 72

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVA Wealth Management's KMI Position: Q4 2015 in Review

SVA Wealth Management sold out of Kinder Morgan (KMI) in Q4 2015, closing a stake of 37,419 shares — an estimated $1.04M sold.

SVA Wealth Management first reported a position in KMI in Q1 2014 and held it in 7 quarters. The position peaked at $2.7M in Q1 2015. 1,040 funds tracked by Wall St. Rank hold KMI as of Q4 2015.

  • SVA Wealth Management reported no remaining Kinder Morgan position as of Q4 2015 after selling out during the quarter.
  • SVA Wealth Management sold 37,419 Kinder Morgan shares in Q4 2015, an estimated $1.04M.
  • SVA Wealth Management first reported a position in Kinder Morgan in Q1 2014 and held it in 7 quarters.
  • SVA Wealth Management's Kinder Morgan position peaked at $2.7M in Q1 2015.
  • 1,040 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2015.

Based on SVA Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.