Level Four Advisory Services’s Kayne Anderson Energy KYE Stock Holding History

Level Four Advisory Services’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
2018 Q2	–	Sell	-20,000	Closed	-$172K	–	643
2018 Q1	$172K	Buy	20,000 +7,000	+54%	+$69.7K	0.01%	513
2017 Q4	$131K	Buy	+13,000	New	+$132K	0.01%	529

Other funds holding KYE

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Level Four Advisory Services's KYE Position: Q2 2018 in Review

Level Four Advisory Services sold out of Kayne Anderson Energy (KYE) in Q2 2018, closing a stake of 20,000 shares — an estimated $172K sold.

Level Four Advisory Services first reported a position in KYE in Q4 2017 and held it in 2 quarters. The position peaked at $172K in Q1 2018. 54 funds tracked by Wall St. Rank hold KYE as of Q2 2018.

Level Four Advisory Services reported no remaining Kayne Anderson Energy position as of Q2 2018 after selling out during the quarter.
Level Four Advisory Services sold 20,000 Kayne Anderson Energy shares in Q2 2018, an estimated $172K.
Level Four Advisory Services first reported a position in Kayne Anderson Energy in Q4 2017 and held it in 2 quarters.
Level Four Advisory Services's Kayne Anderson Energy position peaked at $172K in Q1 2018.
54 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2018.

Based on Level Four Advisory Services's 13F filing for Q2 2018, filed 14 Aug 2018.