IIC
KYE

Integrated Investment Consultants’s Kayne Anderson Energy KYE Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-1,000
Closed -$9K – 819
2018
Q1 		$9K Buy
+1,000
New +$9.96K ﹤0.01% 656
2017
Q3 		$11K Hold
1,000
– – ﹤0.01% 507
2017
Q2 		$11K Hold
1,000
– – 0.01% 502
2017
Q1 		$13K Hold
1,000
– – 0.01% 497
2016
Q4 		$12K Sell
1,000
-1,700
-63% -$19.2K 0.01% 494
2016
Q3 		$30K Hold
2,700
– – 0.02% 430
2016
Q2 		$29K Hold
2,700
– – 0.02% 447
2016
Q1 		$21K Buy
+2,700
New +$19.4K 0.01% 443

Other funds holding KYE

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Integrated Investment Consultants's KYE Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Kayne Anderson Energy (KYE) in Q2 2018, closing a stake of 1,000 shares — an estimated $9K sold.

Integrated Investment Consultants first reported a position in KYE in Q1 2016 and held it in 8 quarters. The position peaked at $30K in Q3 2016. 54 funds tracked by Wall St. Rank hold KYE as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Kayne Anderson Energy position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,000 Kayne Anderson Energy shares in Q2 2018, an estimated $9K.
  • Integrated Investment Consultants first reported a position in Kayne Anderson Energy in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's Kayne Anderson Energy position peaked at $30K in Q3 2016.
  • 54 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.