Cue Advisory Services’s Kayne Anderson Energy KED Stock Holding History

Cue Advisory 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
2015 Q3	–	Sell	-15,389	Closed	-$367K	–	161
2015 Q2	$367K	Buy	15,389 +615	+4%	+$17.4K	0.35%	104
2015 Q1	$434K	Sell	14,774 -223	-1%	-$7.19K	0.44%	89
2014 Q4	$536K	Buy	+14,997	New	+$515K	0.56%	77

Other funds holding KED

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

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

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

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

SIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cue Advisory Services's KED Position: Q3 2015 in Review

Cue Advisory Services sold out of Kayne Anderson Energy (KED) in Q3 2015, closing a stake of 15,389 shares — an estimated $367K sold.

Cue Advisory Services first reported a position in KED in Q4 2014 and held it in 3 quarters. The position peaked at $536K in Q4 2014. 38 funds tracked by Wall St. Rank hold KED as of Q3 2015.

Cue Advisory Services reported no remaining Kayne Anderson Energy position as of Q3 2015 after selling out during the quarter.
Cue Advisory Services sold 15,389 Kayne Anderson Energy shares in Q3 2015, an estimated $367K.
Cue Advisory Services first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 3 quarters.
Cue Advisory Services's Kayne Anderson Energy position peaked at $536K in Q4 2014.
38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2015.

Based on Cue Advisory Services's 13F filing for Q3 2015, filed 20 Oct 2015.