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Wills Financial Group’s Kinder Morgan KMI Stock Holding History

Wills Financial Group’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
Q3 		– Sell
-11,751
Closed -$225K – 74
2017
Q2 		$225K Sell
11,751
-31,835
-73% -$633K 0.17% 68
2017
Q1 		$948K Sell
43,586
-6,816
-14% -$149K 0.73% 41
2016
Q4 		$1.04M Sell
50,402
-345
-0.7% -$7.29K 0.85% 36
2016
Q3 		$1.17M Sell
50,747
-2,001
-4% -$42.4K 1.02% 32
2016
Q2 		$987K Buy
52,748
+7
+0% +$125 0.82% 39
2016
Q1 		$941K Sell
52,741
-62,183
-54% -$1.02M 0.81% 41
2015
Q4 		$1.71M Sell
114,924
-10,132
-8% -$241K 1.51% 27
2015
Q3 		$3.46M Sell
125,056
-9,293
-7% -$308K 3.19% 9
2015
Q2 		$5.16M Sell
134,349
-11,822
-8% -$494K 4.4% 5
2015
Q1 		$6.15M Buy
146,171
+1,509
+1% +$62.5K 5.07% 3
2014
Q4 		$6.12M Buy
144,662
+64,331
+80% +$2.53M 4.96% 3
2014
Q3 		$3.08M Sell
80,331
-1,628
-2% -$61.9K 2.61% 11
2014
Q2 		$2.97M Buy
81,959
+5,941
+8% +$201K 2.46% 11
2014
Q1 		$2.47M Buy
76,018
+10,853
+17% +$364K 2.35% 12
2013
Q4 		$2.35M Buy
+65,165
New +$2.28M 2.41% 11

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wills Financial Group's KMI Position: Q3 2017 in Review

Wills Financial Group sold out of Kinder Morgan (KMI) in Q3 2017, closing a stake of 11,751 shares — an estimated $225K sold.

Wills Financial Group first reported a position in KMI in Q4 2013 and held it in 15 quarters. The position peaked at $6.15M in Q1 2015. 977 funds tracked by Wall St. Rank hold KMI as of Q3 2017.

  • Wills Financial Group reported no remaining Kinder Morgan position as of Q3 2017 after selling out during the quarter.
  • Wills Financial Group sold 11,751 Kinder Morgan shares in Q3 2017, an estimated $225K.
  • Wills Financial Group first reported a position in Kinder Morgan in Q4 2013 and held it in 15 quarters.
  • Wills Financial Group's Kinder Morgan position peaked at $6.15M in Q1 2015.
  • 977 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2017.

Based on Wills Financial Group's 13F filing for Q3 2017, filed 14 Nov 2017.