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.