EWM
KED

Endurance Wealth Management’s Kayne Anderson Energy KED Stock Holding History

Endurance Wealth Management’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
Q2 		– Sell
-500
Closed -$10K – 536
2017
Q1 		$10K Buy
+500
New +$9.8K ﹤0.01% 419

Other funds holding KED

HK
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Endurance Wealth Management's KED Position: Q2 2017 in Review

Endurance Wealth Management sold out of Kayne Anderson Energy (KED) in Q2 2017, closing a stake of 500 shares — an estimated $10K sold.

Endurance Wealth Management first reported a position in KED in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 40 funds tracked by Wall St. Rank hold KED as of Q2 2017.

  • Endurance Wealth Management reported no remaining Kayne Anderson Energy position as of Q2 2017 after selling out during the quarter.
  • Endurance Wealth Management sold 500 Kayne Anderson Energy shares in Q2 2017, an estimated $10K.
  • Endurance Wealth Management first reported a position in Kayne Anderson Energy in Q1 2017 and held it in 1 quarter.
  • Endurance Wealth Management's Kayne Anderson Energy position peaked at $10K in Q1 2017.
  • 40 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2017.

Based on Endurance Wealth Management's 13F filing for Q2 2017, filed 1 Aug 2017.