Loomis, Sayles & Company
KED

Loomis, Sayles & Company’s Kayne Anderson Energy KED Stock Holding History

Loomis, Sayles & Company’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
2014
Q3 		– Sell
-1,650
Closed -$56K – 784
2014
Q2 		$56K Hold
1,650
– – ﹤0.01% 719
2014
Q1 		$51K Hold
1,650
– – ﹤0.01% 706
2013
Q4 		$46K Hold
1,650
– – ﹤0.01% 709
2013
Q3 		$47K Hold
1,650
– – ﹤0.01% 691
2013
Q2 		$42 Buy
+1,650
New +$42.6K ﹤0.01% 686

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Loomis, Sayles & Company's KED Position: Q3 2014 in Review

Loomis, Sayles & Company sold out of Kayne Anderson Energy (KED) in Q3 2014, closing a stake of 1,650 shares — an estimated $56K sold.

Loomis, Sayles & Company first reported a position in KED in Q2 2013 and held it in 5 quarters. The position peaked at $56K in Q2 2014. 42 funds tracked by Wall St. Rank hold KED as of Q3 2014.

  • Loomis, Sayles & Company reported no remaining Kayne Anderson Energy position as of Q3 2014 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,650 Kayne Anderson Energy shares in Q3 2014, an estimated $56K.
  • Loomis, Sayles & Company first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 5 quarters.
  • Loomis, Sayles & Company's Kayne Anderson Energy position peaked at $56K in Q2 2014.
  • 42 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2014.

Based on Loomis, Sayles & Company's 13F filing for Q3 2014, filed 14 Nov 2014.