Vector Wealth Management’s Kinder Morgan KMI Stock Holding History

Vector 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 Q4	$376K	Sell	18,166 -3,316	-15%	-$70.1K	0.26%	52
2016 Q3	$497K	Hold	21,482	–	–	0.34%	40
2016 Q2	$402K	Hold	21,482	–	–	0.27%	48
2016 Q1	$384K	Hold	21,482	–	–	0.28%	42
2015 Q4	$321K	Buy	21,482 +9,275	+76%	+$221K	0.25%	53
2015 Q3	$288K	Sell	12,207 -5,675	-32%	-$188K	0.23%	58
2015 Q2	$686K	Buy	17,882 +8,597	+93%	+$359K	0.54%	24
2015 Q1	$391K	Sell	9,285 -75	-0.8%	-$3.1K	0.32%	35
2014 Q4	$396K	Buy	+9,360	New	+$369K	0.3%	33

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vector Wealth Management's KMI Position: Q4 2016 in Review

Vector Wealth Management reduced its Kinder Morgan (KMI) stake by 15% in Q4 2016, selling an estimated $70.1K and leaving 18,166 shares worth $376K. The position accounts for 0.26% of the portfolio, ranked #52.

Vector Wealth Management first reported a position in KMI in Q4 2014 and has held it in 9 quarters since. The position peaked at $686K in Q2 2015. 1,060 funds tracked by Wall St. Rank hold KMI as of Q4 2016.

Vector Wealth Management held 18,166 shares of Kinder Morgan worth $376K as of Q4 2016.
Vector Wealth Management sold 3,316 Kinder Morgan shares in Q4 2016, an estimated $70.1K.
Kinder Morgan made up 0.26% of Vector Wealth Management's portfolio in Q4 2016, its #52 holding.
Vector Wealth Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 9 quarters since.
Vector Wealth Management's Kinder Morgan position peaked at $686K in Q2 2015.
1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.