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Vantage Wealth’s Kinder Morgan KMI Stock Holding History

Vantage Wealth’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
2014
Q1 		– Sell
-134,550
Closed -$4.84M – 27
2013
Q4 		$4.84M Buy
134,550
+4,100
+3% +$144K 3.13% 25
2013
Q3 		$4.64M Sell
130,450
-1,100
-0.8% -$41.3K 3.66% 21
2013
Q2 		$5.02M Buy
+131,550
New +$5.1M 3.99% 15

Other funds holding KMI

HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Vantage Wealth's KMI Position: Q1 2014 in Review

Vantage Wealth sold out of Kinder Morgan (KMI) in Q1 2014, closing a stake of 134,550 shares — an estimated $4.84M sold.

Vantage Wealth first reported a position in KMI in Q2 2013 and held it in 3 quarters. The position peaked at $5.02M in Q2 2013. 697 funds tracked by Wall St. Rank hold KMI as of Q1 2014.

  • Vantage Wealth reported no remaining Kinder Morgan position as of Q1 2014 after selling out during the quarter.
  • Vantage Wealth sold 134,550 Kinder Morgan shares in Q1 2014, an estimated $4.84M.
  • Vantage Wealth first reported a position in Kinder Morgan in Q2 2013 and held it in 3 quarters.
  • Vantage Wealth's Kinder Morgan position peaked at $5.02M in Q2 2013.
  • 697 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2014.

Based on Vantage Wealth's 13F filing for Q1 2014, filed 12 May 2014.