Cambridge Investment Research Advisors
KED

Cambridge Investment Research Advisors’s Kayne Anderson Energy KED Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		– Sell
-12,744
Closed -$198K – 2301
2018
Q1 		$198K Sell
12,744
-4,534
-26% -$77.7K ﹤0.01% 1967
2017
Q4 		$301K Sell
17,278
-6,308
-27% -$101K ﹤0.01% 1654
2017
Q3 		$409K Sell
23,586
-423
-2% -$7.19K 0.01% 1359
2017
Q2 		$435K Sell
24,009
-1,519
-6% -$27.9K 0.01% 1284
2017
Q1 		$498K Sell
25,528
-3,380
-12% -$66.2K 0.01% 1076
2016
Q4 		$562K Buy
28,908
+3,890
+16% +$73.3K 0.01% 954
2016
Q3 		$474K Buy
25,018
+1,366
+6% +$25.2K 0.01% 1066
2016
Q2 		$459K Buy
23,652
+2,405
+11% +$43.5K 0.01% 970
2016
Q1 		$355K Buy
21,247
+249
+1% +$3.44K 0.01% 1090
2015
Q4 		$369K Hold
20,998
– – 0.01% 1019
2015
Q3 		$449K Sell
20,998
-1,245
-6% -$28.2K 0.01% 812
2015
Q2 		$530K Sell
22,243
-1,144
-5% -$32.4K 0.01% 784
2015
Q1 		$682K Sell
23,387
-1,267
-5% -$40.9K 0.02% 651
2014
Q4 		$881K Sell
24,654
-870
-3% -$29.9K 0.03% 538
2014
Q3 		$932K Buy
25,524
+77
+0.3% +$2.73K 0.03% 553
2014
Q2 		$871K Sell
25,447
-1,612
-6% -$54.3K 0.03% 504
2014
Q1 		$836K Buy
27,059
+901
+3% +$26K 0.03% 485
2013
Q4 		$732K Buy
26,158
+96
+0.4% +$2.72K 0.03% 491
2013
Q3 		$744K Buy
26,062
+617
+2% +$16.3K 0.03% 463
2013
Q2 		$652K Buy
+25,445
New +$658K 0.03% 441

Other funds holding KED

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors's KED Position: Q2 2018 in Review

Cambridge Investment Research Advisors sold out of Kayne Anderson Energy (KED) in Q2 2018, closing a stake of 12,744 shares — an estimated $198K sold.

Cambridge Investment Research Advisors first reported a position in KED in Q2 2013 and held it in 20 quarters. The position peaked at $932K in Q3 2014. 40 funds tracked by Wall St. Rank hold KED as of Q2 2018.

  • Cambridge Investment Research Advisors reported no remaining Kayne Anderson Energy position as of Q2 2018 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,744 Kayne Anderson Energy shares in Q2 2018, an estimated $198K.
  • Cambridge Investment Research Advisors first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's Kayne Anderson Energy position peaked at $932K in Q3 2014.
  • 40 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.