AWA
KED

Arete Wealth Advisors’s Kayne Anderson Energy KED Stock Holding History

Arete Wealth Advisors’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
2018
Q3 		– Sell
-10,464
Closed -$182K – 408
2018
Q2 		$182K Buy
10,464
+9
+0.1% +$153 0.04% 352
2018
Q1 		$163K Buy
+10,455
New +$179K 0.05% 305

Arete Wealth Advisors's KED Position: Q3 2018 in Review

Arete Wealth Advisors sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 10,464 shares — an estimated $182K sold.

Arete Wealth Advisors first reported a position in KED in Q1 2018 and held it in 2 quarters. The position peaked at $182K in Q2 2018. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

  • Arete Wealth Advisors reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,464 Kayne Anderson Energy shares in Q3 2018, an estimated $182K.
  • Arete Wealth Advisors first reported a position in Kayne Anderson Energy in Q1 2018 and held it in 2 quarters.
  • Arete Wealth Advisors's Kayne Anderson Energy position peaked at $182K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.