LA
KYE

LVW Advisors’s Kayne Anderson Energy KYE Stock Holding History

LVW Advisors’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
2015
Q2 		– Sell
-24,550
Closed -$606K – 158
2015
Q1 		$606K Sell
24,550
-413
-2% -$10.5K 0.29% 62
2014
Q4 		$695K Buy
+24,963
New +$732K 0.38% 56

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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

LVW Advisors's KYE Position: Q2 2015 in Review

LVW Advisors sold out of Kayne Anderson Energy (KYE) in Q2 2015, closing a stake of 24,550 shares — an estimated $606K sold.

LVW Advisors first reported a position in KYE in Q4 2014 and held it in 2 quarters. The position peaked at $695K in Q4 2014. 70 funds tracked by Wall St. Rank hold KYE as of Q2 2015.

  • LVW Advisors reported no remaining Kayne Anderson Energy position as of Q2 2015 after selling out during the quarter.
  • LVW Advisors sold 24,550 Kayne Anderson Energy shares in Q2 2015, an estimated $606K.
  • LVW Advisors first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 2 quarters.
  • LVW Advisors's Kayne Anderson Energy position peaked at $695K in Q4 2014.
  • 70 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2015.

Based on LVW Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.