Cambridge Investment Research Advisors’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-12,744
| Closed | -$198K | – | 2301 |
|
|
2018
Q1 | $198K | Sell |
12,744
-4,534
| -26% | -$70.4K | ﹤0.01% | 1967 |
|
|
2017
Q4 | $301K | Sell |
17,278
-6,308
| -27% | -$110K | ﹤0.01% | 1654 |
|
|
2017
Q3 | $409K | Sell |
23,586
-423
| -2% | -$7.34K | 0.01% | 1359 |
|
|
2017
Q2 | $435K | Sell |
24,009
-1,519
| -6% | -$27.5K | 0.01% | 1284 |
|
|
2017
Q1 | $498K | Sell |
25,528
-3,380
| -12% | -$65.9K | 0.01% | 1076 |
|
|
2016
Q4 | $562K | Buy |
28,908
+3,890
| +16% | +$75.6K | 0.01% | 954 |
|
|
2016
Q3 | $474K | Buy |
25,018
+1,366
| +6% | +$25.9K | 0.01% | 1066 |
|
|
2016
Q2 | $459K | Buy |
23,652
+2,405
| +11% | +$46.7K | 0.01% | 970 |
|
|
2016
Q1 | $355K | Buy |
21,247
+249
| +1% | +$4.16K | 0.01% | 1090 |
|
|
2015
Q4 | $369K | Hold |
20,998
| – | – | 0.01% | 1019 |
|
|
2015
Q3 | $449K | Sell |
20,998
-1,245
| -6% | -$26.6K | 0.01% | 812 |
|
|
2015
Q2 | $530K | Sell |
22,243
-1,144
| -5% | -$27.3K | 0.01% | 784 |
|
|
2015
Q1 | $682K | Sell |
23,387
-1,267
| -5% | -$36.9K | 0.02% | 651 |
|
|
2014
Q4 | $881K | Sell |
24,654
-870
| -3% | -$31.1K | 0.03% | 538 |
|
|
2014
Q3 | $932K | Buy |
25,524
+77
| +0.3% | +$2.81K | 0.03% | 553 |
|
|
2014
Q2 | $871K | Sell |
25,447
-1,612
| -6% | -$55.2K | 0.03% | 504 |
|
|
2014
Q1 | $836K | Buy |
27,059
+901
| +3% | +$27.8K | 0.03% | 485 |
|
|
2013
Q4 | $732K | Buy |
26,158
+96
| +0.4% | +$2.69K | 0.03% | 491 |
|
|
2013
Q3 | $744K | Buy |
26,062
+617
| +2% | +$17.6K | 0.03% | 463 |
|
|
2013
Q2 | $652K | Buy |
+25,445
| New | +$652K | 0.03% | 441 |
|