BRWA
KED

B. Riley Wealth Advisors’s Kayne Anderson Energy KED Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-2,027
Closed -$72 – 2727
2014
Q4 		$72 Buy
+2,027
New +$69.6K ﹤0.01% 1904

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's KED Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Kayne Anderson Energy (KED) in Q1 2015, closing a stake of 2,027 shares — an estimated $72 sold.

B. Riley Wealth Advisors first reported a position in KED in Q4 2014 and held it in 1 quarter. The position peaked at $72 in Q4 2014. 38 funds tracked by Wall St. Rank hold KED as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Kayne Anderson Energy position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,027 Kayne Anderson Energy shares in Q1 2015, an estimated $72.
  • B. Riley Wealth Advisors first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Kayne Anderson Energy position peaked at $72 in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.