FNBT
KED

FineMark National Bank & Trust’s Kayne Anderson Energy KED Stock Holding History

FineMark National Bank & Trust’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
2014
Q1 		– Sell
-1,150
Closed -$32K – 1553
2013
Q4 		$32K Buy
+1,150
New +$32.6K 0.01% 695

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

FineMark National Bank & Trust's KED Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of Kayne Anderson Energy (KED) in Q1 2014, closing a stake of 1,150 shares — an estimated $32K sold.

FineMark National Bank & Trust first reported a position in KED in Q4 2013 and held it in 1 quarter. The position peaked at $32K in Q4 2013. 42 funds tracked by Wall St. Rank hold KED as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining Kayne Anderson Energy position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,150 Kayne Anderson Energy shares in Q1 2014, an estimated $32K.
  • FineMark National Bank & Trust first reported a position in Kayne Anderson Energy in Q4 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Kayne Anderson Energy position peaked at $32K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.