United Capital Financial Advisors’s Kinder Morgan Inc KMI.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-22,280
| Closed | – | – | 1350 |
|
|
2017
Q1 | $0 | Sell |
22,280
-224
| -1% | -$1 | ﹤0.01% | 1318 |
|
|
2016
Q4 | $0 | Sell |
22,504
-6,192
| -22% | -$48 | ﹤0.01% | 1359 |
|
|
2016
Q3 | $0 | Buy |
28,696
+80
| +0.3% | +$2 | ﹤0.01% | 1346 |
|
|
2016
Q2 | $0 | Sell |
28,616
-800
| -3% | -$22 | ﹤0.01% | 1328 |
|
|
2016
Q1 | $1K | Sell |
29,416
-10,616
| -27% | -$642 | ﹤0.01% | 1212 |
|
|
2015
Q4 | $2K | Sell |
40,032
-187,725
| -82% | -$89.7K | ﹤0.01% | 1204 |
|
|
2015
Q3 | $210K | Buy |
227,757
+26,064
| +13% | +$40.1K | ﹤0.01% | 1145 |
|
|
2015
Q2 | $545K | Sell |
201,693
-97,650
| -33% | -$400K | 0.01% | 887 |
|
|
2015
Q1 | $1.46M | Sell |
299,343
-9,336
| -3% | -$36.4K | 0.02% | 637 |
|
|
2014
Q4 | $1.31M | Buy |
308,679
+54,894
| +22% | +$195K | 0.02% | 578 |
|
|
2014
Q3 | $924K | Buy |
253,785
+62,000
| +32% | +$209K | 0.02% | 624 |
|
|
2014
Q2 | $533K | Buy |
191,785
+163,975
| +590% | +$364K | 0.01% | 669 |
|
|
2014
Q1 | $49K | Sell |
27,810
-27,040
| -49% | -$68.3K | ﹤0.01% | 921 |
|
|
2013
Q4 | $223K | Buy |
+54,850
| New | +$237K | 0.01% | 581 |
|
United Capital Financial Advisors's KMI.WS Position: Q2 2017 in Review
United Capital Financial Advisors sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 22,280 shares.
United Capital Financial Advisors first reported a position in KMI.WS in Q4 2013 and held it in 14 quarters. The position peaked at $1.46M in Q1 2015. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.
- United Capital Financial Advisors reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
- United Capital Financial Advisors sold 22,280 Kinder Morgan Inc shares in Q2 2017.
- United Capital Financial Advisors first reported a position in Kinder Morgan Inc in Q4 2013 and held it in 14 quarters.
- United Capital Financial Advisors's Kinder Morgan Inc position peaked at $1.46M in Q1 2015.
- 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.
Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.