JP Morgan Private Wealth Advisors’s Kayne Anderson Energy KYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-14,000
Closed -$132K 1638
2018
Q2
$132K Hold
14,000
﹤0.01% 1404
2018
Q1
$120K Sell
14,000
-1,000
-7% -$9.96K ﹤0.01% 1214
2017
Q4
$151K Hold
15,000
﹤0.01% 1213
2017
Q3
$167K Hold
15,000
﹤0.01% 1170
2017
Q2
$167K Hold
15,000
﹤0.01% 1166
2017
Q1
$189K Hold
15,000
﹤0.01% 1255
2016
Q4
$177K Hold
15,000
﹤0.01% 1177
2016
Q3
$176K Hold
15,000
﹤0.01% 1158
2016
Q2
$163K Hold
15,000
﹤0.01% 1177
2016
Q1
$122K Buy
+15,000
New +$108K ﹤0.01% 1128

JP Morgan Private Wealth Advisors's KYE Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of Kayne Anderson Energy (KYE) in Q3 2018, closing a stake of 14,000 shares — an estimated $132K sold.

JP Morgan Private Wealth Advisors first reported a position in KYE in Q1 2016 and held it in 10 quarters. The position peaked at $189K in Q1 2017. 0 funds tracked by Wall St. Rank hold KYE as of Q3 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,000 Kayne Anderson Energy shares in Q3 2018, an estimated $132K.
  • JP Morgan Private Wealth Advisors first reported a position in Kayne Anderson Energy in Q1 2016 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's Kayne Anderson Energy position peaked at $189K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.