Janney Montgomery Scott
KED

Janney Montgomery Scott’s Kayne Anderson Energy KED Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-14,247
Closed -$222K – 2093
2018
Q1 		$222K Sell
14,247
-398
-3% -$6.82K ﹤0.01% 1766
2017
Q4 		$255K Sell
14,645
-2,183
-13% -$34.8K ﹤0.01% 1681
2017
Q3 		$292K Buy
16,828
+1,583
+10% +$26.9K ﹤0.01% 1514
2017
Q2 		$276K Buy
15,245
+241
+2% +$4.43K ﹤0.01% 1472
2017
Q1 		$292K Buy
15,004
+1,143
+8% +$22.4K ﹤0.01% 1420
2016
Q4 		$269K Sell
13,861
-3,252
-19% -$61.3K ﹤0.01% 1397
2016
Q3 		$325K Buy
+17,113
New +$316K 0.01% 1154
2016
Q2 		– Sell
-15,540
Closed -$259K – 1348
2016
Q1 		$259K Buy
15,540
+847
+6% +$11.7K 0.01% 1023
2015
Q4 		$258K Buy
14,693
+1,583
+12% +$30.4K 0.01% 1109
2015
Q3 		$280K Buy
13,110
+1,557
+13% +$35.3K 0.01% 1090
2015
Q2 		$275K Sell
11,553
-1,000
-8% -$28.3K 0.01% 1552
2015
Q1 		$366K Buy
12,553
+180
+1% +$5.8K 0.01% 1608
2014
Q4 		$442K Buy
12,373
+1,670
+16% +$57.4K 0.01% 1402
2014
Q3 		$391K Buy
10,703
+483
+5% +$17.1K 0.01% 1465
2014
Q2 		$350K Buy
10,220
+3,100
+44% +$104K 0.01% 1499
2014
Q1 		$220K Buy
+7,120
New +$206K 0.01% 1698

Other funds holding KED

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott's KED Position: Q2 2018 in Review

Janney Montgomery Scott sold out of Kayne Anderson Energy (KED) in Q2 2018, closing a stake of 14,247 shares — an estimated $222K sold.

Janney Montgomery Scott first reported a position in KED in Q1 2014 and held it in 16 quarters. The position peaked at $442K in Q4 2014. 40 funds tracked by Wall St. Rank hold KED as of Q2 2018.

  • Janney Montgomery Scott reported no remaining Kayne Anderson Energy position as of Q2 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 14,247 Kayne Anderson Energy shares in Q2 2018, an estimated $222K.
  • Janney Montgomery Scott first reported a position in Kayne Anderson Energy in Q1 2014 and held it in 16 quarters.
  • Janney Montgomery Scott's Kayne Anderson Energy position peaked at $442K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2018.

Based on Janney Montgomery Scott's 13F filing for Q2 2018, filed 24 Jul 2018.