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	2.29%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Franklin Resources

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

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

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

Norges Bank Oslo, Norway $935B AUM