First Manhattan’s Kayne Anderson Energy KED Stock Holding History

First Manhattan’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 Q3	–	Sell	-400	Closed	-$13K	–	1540
2014 Q2	$13K	Hold	400	–	–	﹤0.01%	1166
2014 Q1	$12K	Buy	+400	New	+$11.6K	﹤0.01%	1170
2013 Q3	–	Sell	-684	Closed	-$17K	–	1464
2013 Q2	$17K	Buy	+684	New	+$17.7K	﹤0.01%	1101

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

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 5.31% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Manhattan's KED Position: Q3 2014 in Review

First Manhattan sold out of Kayne Anderson Energy (KED) in Q3 2014, closing a stake of 400 shares — an estimated $13K sold.

First Manhattan first reported a position in KED in Q2 2013 and held it in 3 quarters. The position peaked at $17K in Q2 2013. 42 funds tracked by Wall St. Rank hold KED as of Q3 2014.

First Manhattan reported no remaining Kayne Anderson Energy position as of Q3 2014 after selling out during the quarter.
First Manhattan sold 400 Kayne Anderson Energy shares in Q3 2014, an estimated $13K.
First Manhattan first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 3 quarters.
First Manhattan's Kayne Anderson Energy position peaked at $17K in Q2 2013.
42 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2014.

Based on First Manhattan's 13F filing for Q3 2014, filed 23 Oct 2014.