Beese Fulmer Investment Management’s Kayne Anderson Energy KYE Stock Holding History

Beese Fulmer Investment Management’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 Q1	–	Sell	-10,610	Closed	-$90K	–	158
2015 Q4	$90K	Sell	10,610 -2,000	-16%	-$24.6K	0.03%	147
2015 Q3	$165K	Sell	12,610 -1,000	-7%	-$16.7K	0.05%	137
2015 Q2	$288K	Hold	13,610	–	–	0.09%	121
2015 Q1	$336K	Hold	13,610	–	–	0.11%	106
2014 Q4	$379K	Sell	13,610 -300	-2%	-$8.79K	0.12%	116
2014 Q3	$444K	Sell	13,910 -400	-3%	-$13K	0.14%	109
2014 Q2	$464K	Hold	14,310	–	–	0.15%	108
2014 Q1	$391K	Sell	14,310 -1,500	-9%	-$40.5K	0.14%	110
2013 Q4	$432K	Sell	15,810 -400	-2%	-$11.1K	0.15%	105
2013 Q3	$485K	Hold	16,210	–	–	0.19%	97
2013 Q2	$485K	Buy	+16,210	New	+$481K	0.21%	94

Other funds holding KYE

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beese Fulmer Investment Management's KYE Position: Q1 2016 in Review

Beese Fulmer Investment Management sold out of Kayne Anderson Energy (KYE) in Q1 2016, closing a stake of 10,610 shares — an estimated $90K sold.

Beese Fulmer Investment Management first reported a position in KYE in Q2 2013 and held it in 11 quarters. The position peaked at $485K in Q3 2013. 51 funds tracked by Wall St. Rank hold KYE as of Q1 2016.

Beese Fulmer Investment Management reported no remaining Kayne Anderson Energy position as of Q1 2016 after selling out during the quarter.
Beese Fulmer Investment Management sold 10,610 Kayne Anderson Energy shares in Q1 2016, an estimated $90K.
Beese Fulmer Investment Management first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 11 quarters.
Beese Fulmer Investment Management's Kayne Anderson Energy position peaked at $485K in Q3 2013.
51 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2016.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2016, filed 11 Apr 2016.