EWM
KYE

Edge Wealth Management’s Kayne Anderson Energy KYE Stock Holding History

Edge Wealth Management’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
2014
Q4 		– Sell
-649
Closed -$21K – 445
2014
Q3 		$21K Buy
+649
New +$21K 0.01% 255

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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Edge Wealth Management's KYE Position: Q4 2014 in Review

Edge Wealth Management sold out of Kayne Anderson Energy (KYE) in Q4 2014, closing a stake of 649 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in KYE in Q3 2014 and held it in 1 quarter. The position peaked at $21K in Q3 2014. 72 funds tracked by Wall St. Rank hold KYE as of Q4 2014.

  • Edge Wealth Management reported no remaining Kayne Anderson Energy position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 649 Kayne Anderson Energy shares in Q4 2014, an estimated $21K.
  • Edge Wealth Management first reported a position in Kayne Anderson Energy in Q3 2014 and held it in 1 quarter.
  • Edge Wealth Management's Kayne Anderson Energy position peaked at $21K in Q3 2014.
  • 72 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.