GWM
KYE

Gupta Wealth Management’s Kayne Anderson Energy KYE Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$4K Hold
499
– – ﹤0.01% 1004
2015
Q4 		$4K Hold
499
– – ﹤0.01% 1065
2015
Q3 		$7K Hold
499
– – ﹤0.01% 1004
2015
Q2 		$11K Hold
499
– – ﹤0.01% 884
2015
Q1 		$12K Buy
+499
New +$12.7K ﹤0.01% 726

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's KYE Position: Q1 2016 in Review

Gupta Wealth Management held its Kayne Anderson Energy (KYE) position steady in Q1 2016 at 499 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Gupta Wealth Management first reported a position in KYE in Q1 2015 and has held it in 5 quarters since. The position peaked at $12K in Q1 2015. 51 funds tracked by Wall St. Rank hold KYE as of Q1 2016.

  • Gupta Wealth Management held 499 shares of Kayne Anderson Energy worth $4K as of Q1 2016.
  • Gupta Wealth Management left its Kayne Anderson Energy share count unchanged in Q1 2016.
  • Kayne Anderson Energy made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1004 holding.
  • Gupta Wealth Management first reported a position in Kayne Anderson Energy in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Kayne Anderson Energy position peaked at $12K in Q1 2015.
  • 51 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.