WFG Advisors’s Kinder Morgan Inc KMI.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-518,733
| Closed | -$1K | – | 1767 |
|
|
2017
Q1 | $1K | Sell |
518,733
-96,200
| -16% | -$414 | ﹤0.01% | 1473 |
|
|
2016
Q4 | $3K | Sell |
614,933
-457,403
| -43% | -$3.52K | ﹤0.01% | 1394 |
|
|
2016
Q3 | $16K | Buy |
1,072,336
+556,153
| +108% | +$12.4K | ﹤0.01% | 1011 |
|
|
2016
Q2 | $8K | Buy |
516,183
+118,950
| +30% | +$3.32K | ﹤0.01% | 1159 |
|
|
2016
Q1 | $14K | Buy |
397,233
+11,000
| +3% | +$666 | ﹤0.01% | 975 |
|
|
2015
Q4 | $23K | Sell |
386,233
-173,100
| -31% | -$82.7K | 0.01% | 866 |
|
|
2015
Q3 | $515K | Sell |
559,333
-83,500
| -13% | -$129K | 0.16% | 150 |
|
|
2015
Q2 | $1.74M | Sell |
642,833
-398,167
| -38% | -$1.63M | 0.48% | 35 |
|
|
2015
Q1 | $4.27M | Sell |
1,041,000
-62,302
| -6% | -$243K | 1.19% | 8 |
|
|
2014
Q4 | $4.7M | Buy |
1,103,302
+5,084
| +0.5% | +$18.1K | 0.95% | 11 |
|
|
2014
Q3 | $4M | Buy |
1,098,218
+25,390
| +2% | +$85.6K | 0.76% | 13 |
|
|
2014
Q2 | $2.98M | Buy |
1,072,828
+361,610
| +51% | +$803K | 0.56% | 23 |
|
|
2014
Q1 | $1.25M | Buy |
711,218
+108,320
| +18% | +$274K | 0.25% | 88 |
|
|
2013
Q4 | $2.45M | Sell |
602,898
-36,300
| -6% | -$157K | 0.35% | 52 |
|
|
2013
Q3 | $3.18M | Sell |
639,198
-204,500
| -24% | -$1.08M | 0.49% | 37 |
|
|
2013
Q2 | $4.32M | Buy |
+843,698
| New | +$4.63M | 0.72% | 17 |
|
WFG Advisors's KMI.WS Position: Q2 2017 in Review
WFG Advisors sold out of Kinder Morgan Inc (KMI.WS) in Q2 2017, closing a stake of 518,733 shares — an estimated $1K sold.
WFG Advisors first reported a position in KMI.WS in Q2 2013 and held it in 16 quarters. The position peaked at $4.7M in Q4 2014. 1 fund tracked by Wall St. Rank holds KMI.WS as of Q2 2017.
- WFG Advisors reported no remaining Kinder Morgan Inc position as of Q2 2017 after selling out during the quarter.
- WFG Advisors sold 518,733 Kinder Morgan Inc shares in Q2 2017, an estimated $1K.
- WFG Advisors first reported a position in Kinder Morgan Inc in Q2 2013 and held it in 16 quarters.
- WFG Advisors's Kinder Morgan Inc position peaked at $4.7M in Q4 2014.
- 1 fund tracked by Wall St. Rank held Kinder Morgan Inc as of Q2 2017.
Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.