BWA
KYE

Burt Wealth Advisors’s Kayne Anderson Energy KYE Stock Holding History

Burt Wealth Advisors’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
Q3 		– Sell
-1,000
Closed -$21K – 415
2015
Q2 		$21K Hold
1,000
– – 0.02% 206
2015
Q1 		$25K Hold
1,000
– – 0.03% 173
2014
Q4 		$28K Buy
+1,000
New +$29.3K 0.03% 168

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Burt Wealth Advisors's KYE Position: Q3 2015 in Review

Burt Wealth Advisors sold out of Kayne Anderson Energy (KYE) in Q3 2015, closing a stake of 1,000 shares — an estimated $21K sold.

Burt Wealth Advisors first reported a position in KYE in Q4 2014 and held it in 3 quarters. The position peaked at $28K in Q4 2014. 67 funds tracked by Wall St. Rank hold KYE as of Q3 2015.

  • Burt Wealth Advisors reported no remaining Kayne Anderson Energy position as of Q3 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,000 Kayne Anderson Energy shares in Q3 2015, an estimated $21K.
  • Burt Wealth Advisors first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 3 quarters.
  • Burt Wealth Advisors's Kayne Anderson Energy position peaked at $28K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2015.

Based on Burt Wealth Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.