Baird Financial Group
KYE

Baird Financial Group’s Kayne Anderson Energy KYE Stock Holding History

Baird Financial Group’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
2015
Q4 		– Sell
-21,641
Closed -$283K – 1306
2015
Q3 		$283K Sell
21,641
-2,894
-12% -$48.4K ﹤0.01% 1069
2015
Q2 		$518K Buy
+24,535
New +$588K 0.01% 950

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird Financial Group's KYE Position: Q4 2015 in Review

Baird Financial Group sold out of Kayne Anderson Energy (KYE) in Q4 2015, closing a stake of 21,641 shares — an estimated $283K sold.

Baird Financial Group first reported a position in KYE in Q2 2015 and held it in 2 quarters. The position peaked at $518K in Q2 2015. 63 funds tracked by Wall St. Rank hold KYE as of Q4 2015.

  • Baird Financial Group reported no remaining Kayne Anderson Energy position as of Q4 2015 after selling out during the quarter.
  • Baird Financial Group sold 21,641 Kayne Anderson Energy shares in Q4 2015, an estimated $283K.
  • Baird Financial Group first reported a position in Kayne Anderson Energy in Q2 2015 and held it in 2 quarters.
  • Baird Financial Group's Kayne Anderson Energy position peaked at $518K in Q2 2015.
  • 63 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2015.

Based on Baird Financial Group's 13F filing for Q4 2015, filed 11 Feb 2016.