LM
KED

Luminus Management’s Kayne Anderson Energy KED Stock Holding History

Luminus 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
2018
Q1 		– Sell
-38,789
Closed -$675K – 185
2017
Q4 		$675K Buy
+38,789
New +$619K 0.01% 129

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Luminus Management's KED Position: Q1 2018 in Review

Luminus Management sold out of Kayne Anderson Energy (KED) in Q1 2018, closing a stake of 38,789 shares — an estimated $675K sold.

Luminus Management first reported a position in KED in Q4 2017 and held it in 1 quarter. The position peaked at $675K in Q4 2017. 38 funds tracked by Wall St. Rank hold KED as of Q1 2018.

  • Luminus Management reported no remaining Kayne Anderson Energy position as of Q1 2018 after selling out during the quarter.
  • Luminus Management sold 38,789 Kayne Anderson Energy shares in Q1 2018, an estimated $675K.
  • Luminus Management first reported a position in Kayne Anderson Energy in Q4 2017 and held it in 1 quarter.
  • Luminus Management's Kayne Anderson Energy position peaked at $675K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2018.

Based on Luminus Management's 13F filing for Q1 2018, filed 15 May 2018.