Ameriprise
KED

Ameriprise’s Kayne Anderson Energy KED Stock Holding History

Ameriprise’s Portfolio KED Stock Details KED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-18,022
Closed -$312K – 3836
2017
Q3 		$312K Sell
18,022
-258
-1% -$4.39K ﹤0.01% 3377
2017
Q2 		$331K Buy
18,280
+2,174
+13% +$40K ﹤0.01% 3381
2017
Q1 		$314K Buy
+16,106
New +$316K ﹤0.01% 3327
2015
Q2 		– Sell
-9,072
Closed -$265K – 4183
2015
Q1 		$265K Buy
+9,072
New +$293K ﹤0.01% 3476
2014
Q4 		– Sell
-10,120
Closed -$370K – 5403
2014
Q3 		$370K Buy
10,120
+393
+4% +$13.9K ﹤0.01% 3134
2014
Q2 		$333K Buy
9,727
+266
+3% +$8.95K ﹤0.01% 3126
2014
Q1 		$292K Buy
9,461
+1,444
+18% +$41.7K ﹤0.01% 3113
2013
Q4 		$224K Sell
8,017
-233
-3% -$6.61K ﹤0.01% 3102
2013
Q3 		$236K Buy
8,250
+5,610
+213% +$148K ﹤0.01% 3113
2013
Q2 		$67K Buy
+2,640
New +$68.2K ﹤0.01% 3562

Other funds holding KED

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ameriprise's KED Position: Q4 2017 in Review

Ameriprise sold out of Kayne Anderson Energy (KED) in Q4 2017, closing a stake of 18,022 shares — an estimated $312K sold.

Ameriprise first reported a position in KED in Q2 2013 and held it in 10 quarters. The position peaked at $370K in Q3 2014. 42 funds tracked by Wall St. Rank hold KED as of Q4 2017.

  • Ameriprise reported no remaining Kayne Anderson Energy position as of Q4 2017 after selling out during the quarter.
  • Ameriprise sold 18,022 Kayne Anderson Energy shares in Q4 2017, an estimated $312K.
  • Ameriprise first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 10 quarters.
  • Ameriprise's Kayne Anderson Energy position peaked at $370K in Q3 2014.
  • 42 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2017.

Based on Ameriprise's 13F filing for Q4 2017, filed 12 Feb 2018.