WA
KMI.WS

Waverly Advisors’s Kinder Morgan Inc KMI.WS Stock Holding History

Waverly Advisors’s Portfolio KMI.WS Stock Details KMI.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2
Closed – – 438
2015
Q1 		$0 Sell
2
-366
-99% -$1.43K ﹤0.01% 468
2014
Q4 		$2K Hold
368
– – ﹤0.01% 394
2014
Q3 		$1K Hold
368
– – ﹤0.01% 757
2014
Q2 		$1K Hold
368
– – ﹤0.01% 718
2014
Q1 		$1K Sell
368
-529
-59% -$1.34K ﹤0.01% 688
2013
Q4 		$4K Sell
897
-150
-14% -$648 ﹤0.01% 729
2013
Q3 		$5K Buy
+1,047
New +$5.51K ﹤0.01% 499

Other funds holding KMI.WS

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return

Waverly Advisors's KMI.WS Position: Q2 2015 in Review

Waverly Advisors sold out of Kinder Morgan Inc (KMI.WS) in Q2 2015, closing a stake of 2 shares.

Waverly Advisors first reported a position in KMI.WS in Q3 2013 and held it in 7 quarters. The position peaked at $5K in Q3 2013. 205 funds tracked by Wall St. Rank hold KMI.WS as of Q2 2015.

  • Waverly Advisors reported no remaining Kinder Morgan Inc position as of Q2 2015 after selling out during the quarter.
  • Waverly Advisors sold 2 Kinder Morgan Inc shares in Q2 2015.
  • Waverly Advisors first reported a position in Kinder Morgan Inc in Q3 2013 and held it in 7 quarters.
  • Waverly Advisors's Kinder Morgan Inc position peaked at $5K in Q3 2013.
  • 205 funds tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2015.

Based on Waverly Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.