LIM
KED

Leavell Investment Management’s Kayne Anderson Energy KED Stock Holding History

Leavell Investment Management’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
2015
Q3 		– Sell
-9,750
Closed -$232K – 393
2015
Q2 		$232K Sell
9,750
-16,500
-63% -$467K 0.04% 366
2015
Q1 		$765K Buy
26,250
+2,550
+11% +$82.2K 0.12% 192
2014
Q4 		$847K Buy
+23,700
New +$814K 0.13% 181

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Leavell Investment Management's KED Position: Q3 2015 in Review

Leavell Investment Management sold out of Kayne Anderson Energy (KED) in Q3 2015, closing a stake of 9,750 shares — an estimated $232K sold.

Leavell Investment Management first reported a position in KED in Q4 2014 and held it in 3 quarters. The position peaked at $847K in Q4 2014. 38 funds tracked by Wall St. Rank hold KED as of Q3 2015.

  • Leavell Investment Management reported no remaining Kayne Anderson Energy position as of Q3 2015 after selling out during the quarter.
  • Leavell Investment Management sold 9,750 Kayne Anderson Energy shares in Q3 2015, an estimated $232K.
  • Leavell Investment Management first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 3 quarters.
  • Leavell Investment Management's Kayne Anderson Energy position peaked at $847K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2015.

Based on Leavell Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.