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

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-500	Closed	-$6K	–	1185
2016 Q4	$6K	Sell	500 -596	-54%	-$6.75K	﹤0.01%	1050
2016 Q3	$13K	Hold	1,096	–	–	﹤0.01%	901
2016 Q2	$12K	Hold	1,096	–	–	﹤0.01%	923
2016 Q1	$9K	Buy	1,096 +596	+119%	+$4.28K	﹤0.01%	941
2015 Q4	$4K	Hold	500	–	–	﹤0.01%	1090
2015 Q3	$7K	Hold	500	–	–	﹤0.01%	1051
2015 Q2	$11K	Hold	500	–	–	﹤0.01%	993
2015 Q1	$12K	Hold	500	–	–	﹤0.01%	975
2014 Q4	$14K	Hold	500	–	–	﹤0.01%	972
2014 Q3	$16K	Hold	500	–	–	﹤0.01%	936
2014 Q2	$16K	Hold	500	–	–	﹤0.01%	950
2014 Q1	$14K	Hold	500	–	–	﹤0.01%	984
2013 Q4	$14K	Hold	500	–	–	﹤0.01%	947
2013 Q3	$15K	Hold	500	–	–	﹤0.01%	896
2013 Q2	$15K	Buy	+500	New	+$14.8K	﹤0.01%	871

Other funds holding KYE

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

FineMark National Bank & Trust's KYE Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Kayne Anderson Energy (KYE) in Q1 2017, closing a stake of 500 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in KYE in Q2 2013 and held it in 15 quarters. The position peaked at $16K in Q3 2014. 49 funds tracked by Wall St. Rank hold KYE as of Q1 2017.

FineMark National Bank & Trust reported no remaining Kayne Anderson Energy position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 500 Kayne Anderson Energy shares in Q1 2017, an estimated $6K.
FineMark National Bank & Trust first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Kayne Anderson Energy position peaked at $16K in Q3 2014.
49 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.