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KYE

Atria Investments’s Kayne Anderson Energy KYE Stock Holding History

Atria Investments’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
2016
Q4 		– Sell
-70,520
Closed -$827K – 697
2016
Q3 		$827K Buy
70,520
+23,291
+49% +$255K 0.08% 229
2016
Q2 		$494K Sell
47,229
-28,285
-37% -$270K 0.05% 266
2016
Q1 		$615K Buy
75,514
+15,705
+26% +$113K 0.07% 209
2015
Q4 		$458K Buy
59,809
+21,097
+54% +$260K 0.05% 240
2015
Q3 		$506K Buy
38,712
+7,615
+24% +$127K 0.07% 193
2015
Q2 		$657K Buy
31,097
+1,182
+4% +$28.3K 0.08% 196
2015
Q1 		$739K Buy
29,915
+5,132
+21% +$131K 0.08% 186
2014
Q4 		$690K Buy
24,783
+1,605
+7% +$47K 0.07% 214
2014
Q3 		$740K Buy
+23,178
New +$751K 0.08% 224

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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Atria Investments's KYE Position: Q4 2016 in Review

Atria Investments sold out of Kayne Anderson Energy (KYE) in Q4 2016, closing a stake of 70,520 shares — an estimated $827K sold.

Atria Investments first reported a position in KYE in Q3 2014 and held it in 9 quarters. The position peaked at $827K in Q3 2016. 58 funds tracked by Wall St. Rank hold KYE as of Q4 2016.

  • Atria Investments reported no remaining Kayne Anderson Energy position as of Q4 2016 after selling out during the quarter.
  • Atria Investments sold 70,520 Kayne Anderson Energy shares in Q4 2016, an estimated $827K.
  • Atria Investments first reported a position in Kayne Anderson Energy in Q3 2014 and held it in 9 quarters.
  • Atria Investments's Kayne Anderson Energy position peaked at $827K in Q3 2016.
  • 58 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2016.

Based on Atria Investments's 13F filing for Q4 2016, filed 13 Jan 2017.