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WFG Advisors’s Kinder Morgan KMI Stock Holding History

WFG Advisors’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
2017
Q2 		$3.2M Buy
167,180
+28,381
+20% +$564K 0.72% 27
2017
Q1 		$3.02M Sell
138,799
-45,860
-25% -$1M 0.8% 26
2016
Q4 		$3.82M Sell
184,659
-18,643
-9% -$394K 0.94% 15
2016
Q3 		$4.7M Buy
203,302
+13,356
+7% +$283K 1.17% 9
2016
Q2 		$3.56M Sell
189,946
-3,889
-2% -$69.3K 0.95% 15
2016
Q1 		$3.46M Sell
193,835
-12,673
-6% -$207K 1% 17
2015
Q4 		$3.08M Sell
206,508
-4,944
-2% -$118K 0.92% 18
2015
Q3 		$5.85M Sell
211,452
-4,556
-2% -$151K 1.83% 5
2015
Q2 		$8.29M Sell
216,008
-32,821
-13% -$1.37M 2.28% 2
2015
Q1 		$10.5M Sell
248,829
-22,979
-8% -$951K 2.92% 1
2014
Q4 		$11.5M Buy
271,808
+239,725
+747% +$9.44M 2.33% 2
2014
Q3 		$1.23M Buy
32,083
+4,433
+16% +$168K 0.23% 96
2014
Q2 		$1M Buy
27,650
+4,760
+21% +$161K 0.19% 127
2014
Q1 		$744K Buy
22,890
+843
+4% +$28.2K 0.15% 174
2013
Q4 		$794K Sell
22,047
-498
-2% -$17.4K 0.11% 209
2013
Q3 		$802K Buy
22,545
+14,855
+193% +$557K 0.12% 194
2013
Q2 		$293K Buy
+7,690
New +$298K 0.05% 372

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WFG Advisors's KMI Position: Q2 2017 in Review

WFG Advisors increased its Kinder Morgan (KMI) stake by 20% in Q2 2017, buying an estimated $564K and bringing the position to 167,180 shares worth $3.2M. The position accounts for 0.72% of the portfolio, ranked #27.

WFG Advisors first reported a position in KMI in Q2 2013 and has held it in 17 quarters since. The position peaked at $11.5M in Q4 2014. 1,004 funds tracked by Wall St. Rank hold KMI as of Q2 2017.

  • WFG Advisors held 167,180 shares of Kinder Morgan worth $3.2M as of Q2 2017.
  • WFG Advisors bought 28,381 Kinder Morgan shares in Q2 2017, an estimated $564K.
  • Kinder Morgan made up 0.72% of WFG Advisors's portfolio in Q2 2017, its #27 holding.
  • WFG Advisors first reported a position in Kinder Morgan in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Kinder Morgan position peaked at $11.5M in Q4 2014.
  • 1,004 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.