FGC
KYE

Financial Gravity Companies’s Kayne Anderson Energy KYE Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$2K Buy
206
+139
+207% +$1.39K ﹤0.01% 1037
2017
Q4 		$1K Buy
+67
New +$680 ﹤0.01% 1316

Other funds holding KYE

Morgan Stanley
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's KYE Position: Q1 2018 in Review

Financial Gravity Companies increased its Kayne Anderson Energy (KYE) stake by 207% in Q1 2018, buying an estimated $1.39K and bringing the position to 206 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Financial Gravity Companies first reported a position in KYE in Q4 2017 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold KYE as of Q1 2018.

  • Financial Gravity Companies held 206 shares of Kayne Anderson Energy worth $2K as of Q1 2018.
  • Financial Gravity Companies bought 139 Kayne Anderson Energy shares in Q1 2018, an estimated $1.39K.
  • Kayne Anderson Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1037 holding.
  • Financial Gravity Companies first reported a position in Kayne Anderson Energy in Q4 2017 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.