Investors Capital Advisory Services’s Kayne Anderson Energy KED Stock Holding History

Investors Capital Advisory Services’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
2015 Q1	–	Sell	-7,321	Closed	-$261K	–	777
2014 Q4	$261K	Buy	+7,321	New	+$252K	0.05%	487

Other funds holding KED

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Investors Capital Advisory Services's KED Position: Q1 2015 in Review

Investors Capital Advisory Services sold out of Kayne Anderson Energy (KED) in Q1 2015, closing a stake of 7,321 shares — an estimated $261K sold.

Investors Capital Advisory Services first reported a position in KED in Q4 2014 and held it in 1 quarter. The position peaked at $261K in Q4 2014. 38 funds tracked by Wall St. Rank hold KED as of Q1 2015.

Investors Capital Advisory Services reported no remaining Kayne Anderson Energy position as of Q1 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 7,321 Kayne Anderson Energy shares in Q1 2015, an estimated $261K.
Investors Capital Advisory Services first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 1 quarter.
Investors Capital Advisory Services's Kayne Anderson Energy position peaked at $261K in Q4 2014.
38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2015.

Based on Investors Capital Advisory Services's 13F filing for Q1 2015, filed 12 May 2015.