BAM
KED

Burgundy Asset Management’s Kayne Anderson Energy KED Stock Holding History

Burgundy Asset Management’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
2017
Q1 		– Sell
-702,198
Closed -$13.6M – 112
2016
Q4 		$13.6M Sell
702,198
-82,766
-11% -$1.56M 0.13% 76
2016
Q3 		$14.9M Buy
784,964
+911
+0.1% +$16.8K 0.15% 74
2016
Q2 		$15.2M Sell
784,053
-3,373
-0.4% -$61.1K 0.15% 80
2016
Q1 		$13.1M Sell
787,426
-184,823
-19% -$2.55M 0.14% 80
2015
Q4 		$17.1M Sell
972,249
-1,822
-0.2% -$35K 0.19% 76
2015
Q3 		$20.8M Buy
974,071
+99,181
+11% +$2.25M 0.23% 71
2015
Q2 		$20.9M Sell
874,890
-1,501
-0.2% -$42.5K 0.23% 67
2015
Q1 		$25.5M Buy
876,391
+626
+0.1% +$20.2K 0.28% 66
2014
Q4 		$31.3M Buy
875,765
+11,280
+1% +$388K 0.35% 65
2014
Q3 		$31.6M Sell
864,485
-31,607
-4% -$1.12M 0.38% 63
2014
Q2 		$30.7M Sell
896,092
-13,627
-1% -$459K 0.36% 66
2014
Q1 		$28.1M Sell
909,719
-4,643
-0.5% -$134K 0.34% 66
2013
Q4 		$25.6M Sell
914,362
-15,168
-2% -$430K 0.32% 70
2013
Q3 		$26.5M Buy
929,530
+948
+0.1% +$25.1K 0.42% 67
2013
Q2 		$23.8M Buy
+928,582
New +$24M 0.41% 68

Other funds holding KED

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Burgundy Asset Management's KED Position: Q1 2017 in Review

Burgundy Asset Management sold out of Kayne Anderson Energy (KED) in Q1 2017, closing a stake of 702,198 shares — an estimated $13.6M sold.

Burgundy Asset Management first reported a position in KED in Q2 2013 and held it in 15 quarters. The position peaked at $31.6M in Q3 2014. 48 funds tracked by Wall St. Rank hold KED as of Q1 2017.

  • Burgundy Asset Management reported no remaining Kayne Anderson Energy position as of Q1 2017 after selling out during the quarter.
  • Burgundy Asset Management sold 702,198 Kayne Anderson Energy shares in Q1 2017, an estimated $13.6M.
  • Burgundy Asset Management first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 15 quarters.
  • Burgundy Asset Management's Kayne Anderson Energy position peaked at $31.6M in Q3 2014.
  • 48 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2017.

Based on Burgundy Asset Management's 13F filing for Q1 2017, filed 9 May 2017.