Jones Financial Companies
KED

Jones Financial Companies’s Kayne Anderson Energy KED Stock Holding History

Jones Financial Companies’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
2017
Q1 		– Sell
-10,652
Closed -$207K – 237
2016
Q4 		$207K Buy
+10,652
New +$201K ﹤0.01% 222

Other funds holding KED

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jones Financial Companies's KED Position: Q1 2017 in Review

Jones Financial Companies sold out of Kayne Anderson Energy (KED) in Q1 2017, closing a stake of 10,652 shares — an estimated $207K sold.

Jones Financial Companies first reported a position in KED in Q4 2016 and held it in 1 quarter. The position peaked at $207K in Q4 2016. 48 funds tracked by Wall St. Rank hold KED as of Q1 2017.

  • Jones Financial Companies reported no remaining Kayne Anderson Energy position as of Q1 2017 after selling out during the quarter.
  • Jones Financial Companies sold 10,652 Kayne Anderson Energy shares in Q1 2017, an estimated $207K.
  • Jones Financial Companies first reported a position in Kayne Anderson Energy in Q4 2016 and held it in 1 quarter.
  • Jones Financial Companies's Kayne Anderson Energy position peaked at $207K in Q4 2016.
  • 48 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2017.

Based on Jones Financial Companies's 13F filing for Q1 2017, filed 11 May 2017.