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Visionary Asset Management’s Kinder Morgan KMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-143,313
Closed -$3.32M 97
2016
Q3
$3.32M Buy
143,313
+2,583
+2% +$59.7K 1.15% 19
2016
Q2
$2.63M Buy
140,730
+5,950
+4% +$111K 0.93% 41
2016
Q1
$2.41M Buy
+134,780
New +$2.41M 0.85% 59
2014
Q4
Sell
-74,885
Closed -$2.87M 203
2014
Q3
$2.87M Buy
74,885
+16,277
+28% +$624K 0.79% 18
2014
Q2
$2.13M Buy
58,608
+17,946
+44% +$651K 0.5% 34
2014
Q1
$1.32M Buy
+40,662
New +$1.32M 0.31% 63
2013
Q4
Sell
-17,196
Closed -$637K 93
2013
Q3
$637K Buy
+17,196
New +$637K 0.2% 73