Bank of Montreal
KED

Bank of Montreal’s Kayne Anderson Energy KED Stock Holding History

Bank of Montreal’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
2016
Q3 		– Sell
-42
Closed -$1K – 4393
2016
Q2 		$1K Sell
42
-87
-67% -$1.57K ﹤0.01% 4043
2016
Q1 		$2K Hold
129
– – ﹤0.01% 4034
2015
Q4 		$2K Buy
+129
New +$2.48K ﹤0.01% 4049

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of Montreal's KED Position: Q3 2016 in Review

Bank of Montreal sold out of Kayne Anderson Energy (KED) in Q3 2016, closing a stake of 42 shares — an estimated $1K sold.

Bank of Montreal first reported a position in KED in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2016. 38 funds tracked by Wall St. Rank hold KED as of Q3 2016.

  • Bank of Montreal reported no remaining Kayne Anderson Energy position as of Q3 2016 after selling out during the quarter.
  • Bank of Montreal sold 42 Kayne Anderson Energy shares in Q3 2016, an estimated $1K.
  • Bank of Montreal first reported a position in Kayne Anderson Energy in Q4 2015 and held it in 3 quarters.
  • Bank of Montreal's Kayne Anderson Energy position peaked at $2K in Q1 2016.
  • 38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2016.

Based on Bank of Montreal's 13F filing for Q3 2016, filed 19 Oct 2016.