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Winifred I. Li’s Kinder Morgan KMI Stock Holding History

Winifred I. Li’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
2014
Q4 		$166K Buy
+3,935
New +$155K 0.16% 125
2014
Q1 		– Sell
-2,450
Closed -$88K – 402
2013
Q4 		$88K Hold
2,450
– – 0.08% 208
2013
Q3 		$87K Hold
2,450
– – 0.08% 203
2013
Q2 		$93K Buy
+2,450
New +$95K 0.09% 187

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HC
Highstar Capital New York $8.59M AUM 3.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Winifred I. Li's KMI Position: Q4 2014 in Review

Winifred I. Li opened a new position in Kinder Morgan (KMI) in Q4 2014: 3,935 shares worth $166K. The stake represents 0.16% of the portfolio and ranks #125 among its holdings. This is a return to the name: Winifred I. Li previously reported a position in KMI as recently as Q4 2013.

Winifred I. Li first reported a position in KMI in Q2 2013 and has held it in 4 quarters since. 1,228 funds tracked by Wall St. Rank hold KMI as of Q4 2014.

  • Winifred I. Li held 3,935 shares of Kinder Morgan worth $166K as of Q4 2014.
  • Kinder Morgan was a new Winifred I. Li position in Q4 2014.
  • Kinder Morgan made up 0.16% of Winifred I. Li's portfolio in Q4 2014, its #125 holding.
  • Winifred I. Li first reported a position in Kinder Morgan in Q2 2013 and has held it in 4 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.