IFAM
KED

Institutional & Family Asset Management’s Kayne Anderson Energy KED Stock Holding History

Institutional & Family Asset Management’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
-1,478
Closed -$26K – 905
2018
Q2 		$26K Buy
1,478
+37
+3% +$628 0.01% 411
2018
Q1 		$22K Buy
+1,441
New +$24.7K ﹤0.01% 409

Institutional & Family Asset Management's KED Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 1,478 shares — an estimated $26K sold.

Institutional & Family Asset Management first reported a position in KED in Q1 2018 and held it in 2 quarters. The position peaked at $26K in Q2 2018. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,478 Kayne Anderson Energy shares in Q3 2018, an estimated $26K.
  • Institutional & Family Asset Management first reported a position in Kayne Anderson Energy in Q1 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's Kayne Anderson Energy position peaked at $26K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.