Advisor Group’s Kayne Anderson Energy KED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-72,830
Closed -$1.27M 5428
2018
Q2
$1.27M Sell
72,830
-5,992
-8% -$102K 0.02% 746
2018
Q1
$1.23M Buy
78,822
+2,053
+3% +$35.2K 0.02% 758
2017
Q4
$1.34M Buy
76,769
+21,256
+38% +$339K 0.02% 728
2017
Q3
$962K Buy
55,513
+8,525
+18% +$145K 0.02% 819
2017
Q2
$852K Buy
46,988
+13,794
+42% +$254K 0.02% 836
2017
Q1
$647K Buy
33,194
+6,521
+24% +$128K 0.01% 925
2016
Q4
$518K Buy
26,673
+4,149
+18% +$78.2K 0.01% 996
2016
Q3
$427K Buy
22,524
+11,456
+104% +$212K 0.01% 1055
2016
Q2
$214K Buy
+11,068
New +$200K 0.01% 1425

Advisor Group's KED Position: Q3 2018 in Review

Advisor Group sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 72,830 shares — an estimated $1.27M sold.

Advisor Group first reported a position in KED in Q2 2016 and held it in 9 quarters. The position peaked at $1.34M in Q4 2017. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

  • Advisor Group reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 72,830 Kayne Anderson Energy shares in Q3 2018, an estimated $1.27M.
  • Advisor Group first reported a position in Kayne Anderson Energy in Q2 2016 and held it in 9 quarters.
  • Advisor Group's Kayne Anderson Energy position peaked at $1.34M in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.