Envestnet Asset Management
KED

Envestnet Asset Management’s Kayne Anderson Energy KED Stock Holding History

Envestnet Asset 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
Q1 		– Sell
-9,788
Closed -$190K – 3257
2016
Q4 		$190K Buy
9,788
+794
+9% +$15K ﹤0.01% 1915
2016
Q3 		$171K Buy
8,994
+1,943
+28% +$35.9K ﹤0.01% 2094
2016
Q2 		$137K Sell
7,051
-476
-6% -$8.62K ﹤0.01% 2301
2016
Q1 		$126K Sell
7,527
-4,405
-37% -$60.9K ﹤0.01% 2294
2015
Q4 		$210K Buy
11,932
+472
+4% +$9.07K ﹤0.01% 2005
2015
Q3 		$245K Buy
+11,460
New +$260K ﹤0.01% 1920
2015
Q2 		– Sell
-7,056
Closed -$206K – 2320
2015
Q1 		$206K Sell
7,056
-755
-10% -$24.4K ﹤0.01% 1949
2014
Q4 		$279K Sell
7,811
-2,987
-28% -$103K ﹤0.01% 897
2014
Q3 		$394K Sell
10,798
-1,089
-9% -$38.6K ﹤0.01% 848
2014
Q2 		$407K Sell
11,887
-800
-6% -$26.9K ﹤0.01% 818
2014
Q1 		$392K Sell
12,687
-5,173
-29% -$149K ﹤0.01% 713
2013
Q4 		$500K Sell
17,860
-11,239
-39% -$319K 0.01% 625
2013
Q3 		$830K Sell
29,099
-5,826
-17% -$154K 0.01% 471
2013
Q2 		$895K Buy
+34,925
New +$903K 0.01% 440

Other funds holding KED

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Envestnet Asset Management's KED Position: Q1 2017 in Review

Envestnet Asset Management sold out of Kayne Anderson Energy (KED) in Q1 2017, closing a stake of 9,788 shares — an estimated $190K sold.

Envestnet Asset Management first reported a position in KED in Q2 2013 and held it in 14 quarters. The position peaked at $895K in Q2 2013. 48 funds tracked by Wall St. Rank hold KED as of Q1 2017.

  • Envestnet Asset Management reported no remaining Kayne Anderson Energy position as of Q1 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 9,788 Kayne Anderson Energy shares in Q1 2017, an estimated $190K.
  • Envestnet Asset Management first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 14 quarters.
  • Envestnet Asset Management's Kayne Anderson Energy position peaked at $895K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2017.

Based on Envestnet Asset Management's 13F filing for Q1 2017, filed 9 May 2017.