FIG
KYE

Fusion Investment Group’s Kayne Anderson Energy KYE Stock Holding History

Fusion Investment Group’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
2015
Q1 		– Sell
-5,836
Closed -$163K – 113
2014
Q4 		$163K Sell
5,836
-4,471
-43% -$131K 0.14% 86
2014
Q3 		$329K Buy
10,307
+27
+0.3% +$875 0.28% 53
2014
Q2 		$589K Sell
10,280
-370
-3% -$10.8K 0.51% 37
2014
Q1 		$291K Buy
10,650
+985
+10% +$26.6K 0.3% 54
2013
Q4 		$264K Buy
+9,665
New +$268K 0.2% 102

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fusion Investment Group's KYE Position: Q1 2015 in Review

Fusion Investment Group sold out of Kayne Anderson Energy (KYE) in Q1 2015, closing a stake of 5,836 shares — an estimated $163K sold.

Fusion Investment Group first reported a position in KYE in Q4 2013 and held it in 5 quarters. The position peaked at $589K in Q2 2014. 71 funds tracked by Wall St. Rank hold KYE as of Q1 2015.

  • Fusion Investment Group reported no remaining Kayne Anderson Energy position as of Q1 2015 after selling out during the quarter.
  • Fusion Investment Group sold 5,836 Kayne Anderson Energy shares in Q1 2015, an estimated $163K.
  • Fusion Investment Group first reported a position in Kayne Anderson Energy in Q4 2013 and held it in 5 quarters.
  • Fusion Investment Group's Kayne Anderson Energy position peaked at $589K in Q2 2014.
  • 71 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2015.

Based on Fusion Investment Group's 13F filing for Q1 2015, filed 15 May 2015.