BW
KED

Bison Wealth’s Kayne Anderson Energy KED Stock Holding History

Bison Wealth’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
2018
Q3 		– Sell
-14,100
Closed -$245K – 232
2018
Q2 		$245K Sell
14,100
-2,000
-12% -$34K 0.18% 162
2018
Q1 		$251K Buy
16,100
+1,000
+7% +$17.1K 0.19% 154
2017
Q4 		$263K Hold
15,100
– – 0.19% 145
2017
Q3 		$262K Buy
+15,100
New +$257K 0.21% 135

Bison Wealth's KED Position: Q3 2018 in Review

Bison Wealth sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 14,100 shares — an estimated $245K sold.

Bison Wealth first reported a position in KED in Q3 2017 and held it in 4 quarters. The position peaked at $263K in Q4 2017. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

  • Bison Wealth reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • Bison Wealth sold 14,100 Kayne Anderson Energy shares in Q3 2018, an estimated $245K.
  • Bison Wealth first reported a position in Kayne Anderson Energy in Q3 2017 and held it in 4 quarters.
  • Bison Wealth's Kayne Anderson Energy position peaked at $263K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on Bison Wealth's 13F filing for Q3 2018, filed 9 Nov 2018.