Commonwealth Equity Services
KED

Commonwealth Equity Services’s Kayne Anderson Energy KED Stock Holding History

Commonwealth Equity Services’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
2016
Q4 		– Sell
-11,078
Closed -$210K – 2423
2016
Q3 		$210K Buy
+11,078
New +$205K ﹤0.01% 1959

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services's KED Position: Q4 2016 in Review

Commonwealth Equity Services sold out of Kayne Anderson Energy (KED) in Q4 2016, closing a stake of 11,078 shares — an estimated $210K sold.

Commonwealth Equity Services first reported a position in KED in Q3 2016 and held it in 1 quarter. The position peaked at $210K in Q3 2016. 44 funds tracked by Wall St. Rank hold KED as of Q4 2016.

  • Commonwealth Equity Services reported no remaining Kayne Anderson Energy position as of Q4 2016 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,078 Kayne Anderson Energy shares in Q4 2016, an estimated $210K.
  • Commonwealth Equity Services first reported a position in Kayne Anderson Energy in Q3 2016 and held it in 1 quarter.
  • Commonwealth Equity Services's Kayne Anderson Energy position peaked at $210K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2016.

Based on Commonwealth Equity Services's 13F filing for Q4 2016, filed 1 Feb 2017.