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WMS Partners’s Kinder Morgan KMI Stock Holding History

WMS Partners’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
2016
Q4 		– Sell
-13,682
Closed -$316K – 191
2016
Q3 		$316K Buy
13,682
+174
+1% +$3.69K 0.04% 146
2016
Q2 		$253K Sell
13,508
-644
-5% -$11.5K 0.04% 177
2016
Q1 		$253K Sell
14,152
-629
-4% -$10.3K 0.04% 173
2015
Q4 		$221K Sell
14,781
-244,334
-94% -$5.82M 0.03% 187
2015
Q3 		$7.17M Sell
259,115
-30,337
-10% -$1M 1.1% 32
2015
Q2 		$11.1M Buy
289,452
+774
+0.3% +$32.3K 1.29% 26
2015
Q1 		$12.1M Buy
288,678
+24,388
+9% +$1.01M 1.49% 20
2014
Q4 		$11.2M Buy
+264,290
New +$10.4M 1.72% 21

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

WMS Partners's KMI Position: Q4 2016 in Review

WMS Partners sold out of Kinder Morgan (KMI) in Q4 2016, closing a stake of 13,682 shares — an estimated $316K sold.

WMS Partners first reported a position in KMI in Q4 2014 and held it in 8 quarters. The position peaked at $12.1M in Q1 2015. 1,060 funds tracked by Wall St. Rank hold KMI as of Q4 2016.

  • WMS Partners reported no remaining Kinder Morgan position as of Q4 2016 after selling out during the quarter.
  • WMS Partners sold 13,682 Kinder Morgan shares in Q4 2016, an estimated $316K.
  • WMS Partners first reported a position in Kinder Morgan in Q4 2014 and held it in 8 quarters.
  • WMS Partners's Kinder Morgan position peaked at $12.1M in Q1 2015.
  • 1,060 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2016.

Based on WMS Partners's 13F filing for Q4 2016, filed 7 Feb 2017.