Ameriprise
KYE

Ameriprise’s Kayne Anderson Energy KYE Stock Holding History

Ameriprise’s Portfolio KYE Stock Details KYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,110
Closed -$167K – 3761
2016
Q4 		$167K Sell
14,110
-7,929
-36% -$89.8K ﹤0.01% 3703
2016
Q3 		$259K Buy
22,039
+634
+3% +$6.95K ﹤0.01% 3471
2016
Q2 		$211K Buy
+21,405
New +$205K ﹤0.01% 3524
2014
Q4 		– Sell
-3,165
Closed -$101K – 4810
2014
Q3 		$101K Buy
3,165
+1,564
+98% +$50.7K ﹤0.01% 3677
2014
Q2 		$52K Buy
1,601
+503
+46% +$14.7K ﹤0.01% 3881
2014
Q1 		$30K Buy
1,098
+498
+83% +$13.5K ﹤0.01% 4012
2013
Q4 		$16K Sell
600
-2,420
-80% -$67.1K ﹤0.01% 4170
2013
Q3 		$90K Hold
3,020
– – ﹤0.01% 3515
2013
Q2 		$90K Buy
+3,020
New +$89.6K ﹤0.01% 3420

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Ameriprise's KYE Position: Q1 2017 in Review

Ameriprise sold out of Kayne Anderson Energy (KYE) in Q1 2017, closing a stake of 14,110 shares — an estimated $167K sold.

Ameriprise first reported a position in KYE in Q2 2013 and held it in 9 quarters. The position peaked at $259K in Q3 2016. 49 funds tracked by Wall St. Rank hold KYE as of Q1 2017.

  • Ameriprise reported no remaining Kayne Anderson Energy position as of Q1 2017 after selling out during the quarter.
  • Ameriprise sold 14,110 Kayne Anderson Energy shares in Q1 2017, an estimated $167K.
  • Ameriprise first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 9 quarters.
  • Ameriprise's Kayne Anderson Energy position peaked at $259K in Q3 2016.
  • 49 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2017.

Based on Ameriprise's 13F filing for Q1 2017, filed 5 May 2017.