Creative Planning’s Kayne Anderson Energy KED Stock Holding History

Creative Planning’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 Q3	–	Sell	-1,100	Closed	-$20K	–	4699
2017 Q2	$20K	Hold	1,100	–	–	﹤0.01%	3204
2017 Q1	$21K	Hold	1,100	–	–	﹤0.01%	3121
2016 Q4	$21K	Hold	1,100	–	–	﹤0.01%	3067
2016 Q3	$21K	Hold	1,100	–	–	﹤0.01%	3052
2016 Q2	$21K	Hold	1,100	–	–	﹤0.01%	2784
2016 Q1	$18K	Hold	1,100	–	–	﹤0.01%	2853
2015 Q4	$19K	Hold	1,100	–	–	﹤0.01%	2907
2015 Q3	$24K	Buy	+1,100	New	+$25K	﹤0.01%	2615
2015 Q2	–	Sell	-1,100	Closed	-$32K	–	4208
2015 Q1	$32K	Sell	1,100 -5,271	-83%	-$170K	﹤0.01%	2353
2014 Q4	$228K	Buy	6,371 +1,100	+21%	+$37.8K	﹤0.01%	1060
2014 Q3	$193K	Hold	5,271	–	–	﹤0.01%	1077
2014 Q2	$180K	Hold	5,271	–	–	﹤0.01%	1089
2014 Q1	$163K	Buy	+5,271	New	+$152K	﹤0.01%	1105

Other funds holding KED

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Creative Planning's KED Position: Q3 2017 in Review

Creative Planning sold out of Kayne Anderson Energy (KED) in Q3 2017, closing a stake of 1,100 shares — an estimated $20K sold.

Creative Planning first reported a position in KED in Q1 2014 and held it in 13 quarters. The position peaked at $228K in Q4 2014. 40 funds tracked by Wall St. Rank hold KED as of Q3 2017.

Creative Planning reported no remaining Kayne Anderson Energy position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,100 Kayne Anderson Energy shares in Q3 2017, an estimated $20K.
Creative Planning first reported a position in Kayne Anderson Energy in Q1 2014 and held it in 13 quarters.
Creative Planning's Kayne Anderson Energy position peaked at $228K in Q4 2014.
40 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.