First Foundation Advisors’s Kayne Anderson Energy KED Stock Holding History

First Foundation Advisors’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
2018 Q3	–	Sell	-83,890	Closed	-$1.46M	–	376
2018 Q2	$1.46M	Buy	83,890 +3,687	+5%	+$62.6K	0.09%	128
2018 Q1	$1.25M	Buy	80,203 +2,092	+3%	+$35.8K	0.07%	143
2017 Q4	$1.36M	Buy	78,111 +67,759	+655%	+$1.08M	0.07%	149
2017 Q3	$179K	Hold	10,352	–	–	0.01%	292
2017 Q2	$188K	Hold	10,352	–	–	0.01%	299
2017 Q1	$202K	Hold	10,352	–	–	0.01%	297
2016 Q4	$201K	Hold	10,352	–	–	0.01%	291
2016 Q3	$196K	Hold	10,352	–	–	0.01%	276
2016 Q2	$201K	Buy	+10,352	New	+$187K	0.01%	277

First Foundation Advisors's KED Position: Q3 2018 in Review

First Foundation Advisors sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 83,890 shares — an estimated $1.46M sold.

First Foundation Advisors first reported a position in KED in Q2 2016 and held it in 9 quarters. The position peaked at $1.46M in Q2 2018. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

First Foundation Advisors reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
First Foundation Advisors sold 83,890 Kayne Anderson Energy shares in Q3 2018, an estimated $1.46M.
First Foundation Advisors first reported a position in Kayne Anderson Energy in Q2 2016 and held it in 9 quarters.
First Foundation Advisors's Kayne Anderson Energy position peaked at $1.46M in Q2 2018.
0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on First Foundation Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.