KA
KYE

Klingman & Associates’s Kayne Anderson Energy KYE Stock Holding History

Klingman & Associates’s Portfolio KYE Stock Details KYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$6K – 357
2016
Q3 		$6K Hold
500
– – ﹤0.01% 323
2016
Q2 		$5K Hold
500
– – ﹤0.01% 335
2016
Q1 		$4K Hold
500
– – ﹤0.01% 346
2015
Q4 		$4K Buy
+500
New +$6.16K ﹤0.01% 350
2015
Q3 		– Sell
-500
Closed -$8.36K – 353
2015
Q2 		$11K Hold
500
– – ﹤0.01% 305
2015
Q1 		$12K Hold
500
– – ﹤0.01% 271
2014
Q4 		$13K Buy
+500
New +$14.7K 0.01% 272

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Klingman & Associates's KYE Position: Q4 2016 in Review

Klingman & Associates sold out of Kayne Anderson Energy (KYE) in Q4 2016, closing a stake of 500 shares — an estimated $6K sold.

Klingman & Associates first reported a position in KYE in Q4 2014 and held it in 7 quarters. The position peaked at $13K in Q4 2014. 58 funds tracked by Wall St. Rank hold KYE as of Q4 2016.

  • Klingman & Associates reported no remaining Kayne Anderson Energy position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 500 Kayne Anderson Energy shares in Q4 2016, an estimated $6K.
  • Klingman & Associates first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's Kayne Anderson Energy position peaked at $13K in Q4 2014.
  • 58 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.