IFP Advisors’s Kayne Anderson Energy KYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-24,636
| Closed | -$233K | – | 4161 |
|
|
2018
Q2 | $233K | Buy |
24,636
+1,638
| +7% | +$15.3K | 0.01% | 992 |
|
|
2018
Q1 | $231K | Hold |
22,998
| – | – | 0.01% | 926 |
|
|
2017
Q4 | $231K | Buy |
22,998
+106
| +0.5% | +$1.07K | 0.01% | 928 |
|
|
2017
Q3 | $255K | Buy |
22,892
+1,500
| +7% | +$16.1K | 0.01% | 1008 |
|
|
2017
Q2 | $238K | Buy |
21,392
+552
| +3% | +$6.36K | 0.01% | 1024 |
|
|
2017
Q1 | $263K | Buy |
20,840
+781
| +4% | +$9.76K | 0.01% | 977 |
|
|
2016
Q4 | $237K | Buy |
20,059
+2,740
| +16% | +$31K | 0.01% | 969 |
|
|
2016
Q3 | $203K | Buy |
17,319
+684
| +4% | +$7.5K | 0.01% | 1002 |
|
|
2016
Q2 | $181K | Buy |
+16,635
| New | +$159K | 0.01% | 1023 |
|
|
2016
Q1 | – | Sell |
-10,625
| Closed | -$90K | – | 3933 |
|
|
2015
Q4 | $90K | Buy |
+10,625
| New | +$131K | 0.01% | 1242 |
|
IFP Advisors's KYE Position: Q3 2018 in Review
IFP Advisors sold out of Kayne Anderson Energy (KYE) in Q3 2018, closing a stake of 24,636 shares — an estimated $233K sold.
IFP Advisors first reported a position in KYE in Q4 2015 and held it in 10 quarters. The position peaked at $263K in Q1 2017. 0 funds tracked by Wall St. Rank hold KYE as of Q3 2018.
- IFP Advisors reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
- IFP Advisors sold 24,636 Kayne Anderson Energy shares in Q3 2018, an estimated $233K.
- IFP Advisors first reported a position in Kayne Anderson Energy in Q4 2015 and held it in 10 quarters.
- IFP Advisors's Kayne Anderson Energy position peaked at $263K in Q1 2017.
- 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.
Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.