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Waddell & Reed Financial’s Kinder Morgan KMI Stock Holding History

Waddell & Reed Financial’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
2013
Q4 		– Sell
-112,768
Closed -$4.01M – 569
2013
Q3 		$4.01M Buy
112,768
+1,300
+1% +$48.8K 0.01% 502
2013
Q2 		$4.25M Buy
+111,468
New +$4.32M 0.01% 465

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.3T AUM 54.33% 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 $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waddell & Reed Financial's KMI Position: Q4 2013 in Review

Waddell & Reed Financial sold out of Kinder Morgan (KMI) in Q4 2013, closing a stake of 112,768 shares — an estimated $4.01M sold.

Waddell & Reed Financial first reported a position in KMI in Q2 2013 and held it in 2 quarters. The position peaked at $4.25M in Q2 2013. 678 funds tracked by Wall St. Rank hold KMI as of Q4 2013.

  • Waddell & Reed Financial reported no remaining Kinder Morgan position as of Q4 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 112,768 Kinder Morgan shares in Q4 2013, an estimated $4.01M.
  • Waddell & Reed Financial first reported a position in Kinder Morgan in Q2 2013 and held it in 2 quarters.
  • Waddell & Reed Financial's Kinder Morgan position peaked at $4.25M in Q2 2013.
  • 678 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2013.

Based on Waddell & Reed Financial's 13F filing for Q4 2013, filed 14 Feb 2014.