Legal & General Group
KED

Legal & General Group’s Kayne Anderson Energy KED Stock Holding History

Legal & General Group’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
2018
Q2 		– Sell
-38,468
Closed -$598K – 3483
2018
Q1 		$598K Buy
38,468
+6,653
+21% +$114K ﹤0.01% 2073
2017
Q4 		$554K Buy
31,815
+756
+2% +$12.1K ﹤0.01% 2073
2017
Q3 		$540K Buy
31,059
+5,071
+20% +$86.2K ﹤0.01% 2075
2017
Q2 		$471K Buy
25,988
+2,137
+9% +$39.3K ﹤0.01% 2064
2017
Q1 		$465K Buy
23,851
+1,587
+7% +$31.1K ﹤0.01% 2050
2016
Q4 		$433K Buy
22,264
+594
+3% +$11.2K ﹤0.01% 2017
2016
Q3 		$411K Buy
21,670
+573
+3% +$10.6K ﹤0.01% 1796
2016
Q2 		$409K Buy
21,097
+595
+3% +$10.8K ﹤0.01% 1429
2016
Q1 		$342K Buy
20,502
+4,780
+30% +$66K ﹤0.01% 1515
2015
Q4 		$276K Buy
15,722
+1,878
+14% +$36.1K ﹤0.01% 1607
2015
Q3 		$295K Buy
13,844
+2,027
+17% +$46K ﹤0.01% 1504
2015
Q2 		$282K Buy
11,817
+1,097
+10% +$31.1K ﹤0.01% 1567
2015
Q1 		$313K Sell
10,720
-971
-8% -$31.3K ﹤0.01% 1462
2014
Q4 		$418K Buy
11,691
+755
+7% +$25.9K ﹤0.01% 1290
2014
Q3 		$400K Buy
10,936
+2,118
+24% +$75.2K ﹤0.01% 1245
2014
Q2 		$302K Buy
8,818
+724
+9% +$24.4K ﹤0.01% 1240
2014
Q1 		$250K Buy
8,094
+252
+3% +$7.28K ﹤0.01% 1225
2013
Q4 		$219K Buy
7,842
+690
+10% +$19.6K ﹤0.01% 1249
2013
Q3 		$204K Buy
7,152
+540
+8% +$14.3K ﹤0.01% 1246
2013
Q2 		$169K Buy
+6,612
New +$171K ﹤0.01% 1223

Other funds holding KED

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group's KED Position: Q2 2018 in Review

Legal & General Group sold out of Kayne Anderson Energy (KED) in Q2 2018, closing a stake of 38,468 shares — an estimated $598K sold.

Legal & General Group first reported a position in KED in Q2 2013 and held it in 20 quarters. The position peaked at $598K in Q1 2018. 40 funds tracked by Wall St. Rank hold KED as of Q2 2018.

  • Legal & General Group reported no remaining Kayne Anderson Energy position as of Q2 2018 after selling out during the quarter.
  • Legal & General Group sold 38,468 Kayne Anderson Energy shares in Q2 2018, an estimated $598K.
  • Legal & General Group first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 20 quarters.
  • Legal & General Group's Kayne Anderson Energy position peaked at $598K in Q1 2018.
  • 40 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2018.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.