LPL Financial’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,672
| Closed | -$359K | – | 3394 |
|
|
2018
Q2 | $359K | Sell |
20,672
-3,334
| -14% | -$56.6K | ﹤0.01% | 2482 |
|
|
2018
Q1 | $374K | Sell |
24,006
-821
| -3% | -$14.1K | ﹤0.01% | 2413 |
|
|
2017
Q4 | $432K | Sell |
24,827
-3,433
| -12% | -$54.8K | ﹤0.01% | 2188 |
|
|
2017
Q3 | $490K | Sell |
28,260
-315
| -1% | -$5.36K | ﹤0.01% | 1961 |
|
|
2017
Q2 | $518K | Sell |
28,575
-8,431
| -23% | -$155K | ﹤0.01% | 1850 |
|
|
2017
Q1 | $713K | Sell |
37,006
-9,251
| -20% | -$181K | ﹤0.01% | 1508 |
|
|
2016
Q4 | $912K | Sell |
46,257
-3,911
| -8% | -$73.7K | 0.01% | 1277 |
|
|
2016
Q3 | $934K | Sell |
50,168
-391
| -0.8% | -$7.22K | 0.01% | 1252 |
|
|
2016
Q2 | $949K | Sell |
50,559
-51,766
| -51% | -$937K | 0.01% | 1210 |
|
|
2016
Q1 | $1.6M | Buy |
102,325
+16,892
| +20% | +$233K | ﹤0.01% | 1338 |
|
|
2015
Q4 | $1.48M | Buy |
85,433
+23,706
| +38% | +$456K | ﹤0.01% | 1376 |
|
|
2015
Q3 | $1.44M | Buy |
61,727
+1,006
| +2% | +$22.8K | 0.01% | 1013 |
|
|
2015
Q2 | $1.51M | Buy |
60,721
+1,086
| +2% | +$30.8K | 0.01% | 1083 |
|
|
2015
Q1 | $1.76M | Buy |
59,635
+10,553
| +22% | +$340K | 0.01% | 980 |
|
|
2014
Q4 | $1.75M | Buy |
49,082
+11,629
| +31% | +$400K | 0.01% | 966 |
|
|
2014
Q3 | $1.36M | Buy |
37,453
+17,055
| +84% | +$605K | 0.01% | 1086 |
|
|
2014
Q2 | $698K | Sell |
20,398
-5,471
| -21% | -$184K | ﹤0.01% | 1566 |
|
|
2014
Q1 | $800K | Sell |
25,869
-24,897
| -49% | -$719K | ﹤0.01% | 1406 |
|
|
2013
Q4 | $1.42M | Buy |
50,766
+4,534
| +10% | +$129K | 0.01% | 1026 |
|
|
2013
Q3 | $1.33M | Buy |
46,232
+2,066
| +5% | +$54.6K | 0.01% | 1018 |
|
|
2013
Q2 | $1.13M | Buy |
+44,166
| New | +$1.14M | 0.01% | 1052 |
|
LPL Financial's KED Position: Q3 2018 in Review
LPL Financial sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 20,672 shares — an estimated $359K sold.
LPL Financial first reported a position in KED in Q2 2013 and held it in 21 quarters. The position peaked at $1.76M in Q1 2015. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.
- LPL Financial reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
- LPL Financial sold 20,672 Kayne Anderson Energy shares in Q3 2018, an estimated $359K.
- LPL Financial first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 21 quarters.
- LPL Financial's Kayne Anderson Energy position peaked at $1.76M in Q1 2015.
- 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.
Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.