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Triangle Securities Wealth Management’s Kinder Morgan KMI Stock Holding History

Triangle Securities 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
2016
Q1 		– Sell
-23,417
Closed -$185K – 141
2015
Q4 		$185K Sell
23,417
-56,641
-71% -$1.35M 0.12% 118
2015
Q3 		$2.22M Sell
80,058
-10,543
-12% -$349K 1.68% 16
2015
Q2 		$3.48M Sell
90,601
-2,925
-3% -$122K 2.46% 6
2015
Q1 		$3.93M Sell
93,526
-9,282
-9% -$384K 2.72% 4
2014
Q4 		$4.35M Buy
102,808
+77,964
+314% +$3.07M 3.1% 2
2014
Q3 		$953K Sell
24,844
-200
-0.8% -$7.6K 0.73% 48
2014
Q2 		$908K Buy
25,044
+11,023
+79% +$372K 0.7% 53
2014
Q1 		$542K Sell
14,021
-6,922
-33% -$232K 0.49% 67
2013
Q4 		$754K Buy
20,943
+7,475
+56% +$262K 0.61% 61
2013
Q3 		$479K Sell
13,468
-553
-4% -$20.7K 0.42% 75
2013
Q2 		$535K Buy
+14,021
New +$544K 0.4% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Triangle Securities Wealth Management's KMI Position: Q1 2016 in Review

Triangle Securities Wealth Management sold out of Kinder Morgan (KMI) in Q1 2016, closing a stake of 23,417 shares — an estimated $185K sold.

Triangle Securities Wealth Management first reported a position in KMI in Q2 2013 and held it in 11 quarters. The position peaked at $4.35M in Q4 2014. 1,029 funds tracked by Wall St. Rank hold KMI as of Q1 2016.

  • Triangle Securities Wealth Management reported no remaining Kinder Morgan position as of Q1 2016 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 23,417 Kinder Morgan shares in Q1 2016, an estimated $185K.
  • Triangle Securities Wealth Management first reported a position in Kinder Morgan in Q2 2013 and held it in 11 quarters.
  • Triangle Securities Wealth Management's Kinder Morgan position peaked at $4.35M in Q4 2014.
  • 1,029 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2016.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.