Creative Planning
KYE

Creative Planning’s Kayne Anderson Energy KYE Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-1,510
Closed -$17K – 4408
2017
Q2 		$17K Hold
1,510
– – ﹤0.01% 3298
2017
Q1 		$19K Sell
1,510
-2,224
-60% -$27.8K ﹤0.01% 3177
2016
Q4 		$44K Buy
3,734
+3,034
+433% +$34.3K ﹤0.01% 2500
2016
Q3 		$8K Sell
700
-225
-24% -$2.47K ﹤0.01% 3682
2016
Q2 		$10K Hold
925
– – ﹤0.01% 3279
2016
Q1 		$8K Sell
925
-1,635
-64% -$11.7K ﹤0.01% 3372
2015
Q4 		$22K Buy
2,560
+700
+38% +$8.62K ﹤0.01% 2788
2015
Q3 		$24K Buy
+1,860
New +$31.1K ﹤0.01% 2606
2015
Q2 		– Sell
-2,297
Closed -$57K – 3631
2015
Q1 		$57K Buy
2,297
+637
+38% +$16.2K ﹤0.01% 1942
2014
Q4 		$46K Hold
1,660
– – ﹤0.01% 2070
2014
Q3 		$53K Hold
1,660
– – ﹤0.01% 1887
2014
Q2 		$54K Sell
1,660
-329
-17% -$9.62K ﹤0.01% 1836
2014
Q1 		$54K Buy
1,989
+589
+42% +$15.9K ﹤0.01% 1756
2013
Q4 		$38K Hold
1,400
– – ﹤0.01% 1785
2013
Q3 		$42K Buy
1,400
+447
+47% +$13.1K ﹤0.01% 1625
2013
Q2 		$29K Buy
+953
New +$28.3K ﹤0.01% 1704

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Creative Planning's KYE Position: Q3 2017 in Review

Creative Planning sold out of Kayne Anderson Energy (KYE) in Q3 2017, closing a stake of 1,510 shares — an estimated $17K sold.

Creative Planning first reported a position in KYE in Q2 2013 and held it in 16 quarters. The position peaked at $57K in Q1 2015. 44 funds tracked by Wall St. Rank hold KYE 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 1,510 Kayne Anderson Energy shares in Q3 2017, an estimated $17K.
  • Creative Planning first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Kayne Anderson Energy position peaked at $57K in Q1 2015.
  • 44 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.