MHS
KED

M Holdings Securities’s Kayne Anderson Energy KED Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-1,265
Closed -$46K – 525
2014
Q3 		$46K Buy
+1,265
New +$44.9K 0.03% 391

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 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 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M Holdings Securities's KED Position: Q4 2014 in Review

M Holdings Securities sold out of Kayne Anderson Energy (KED) in Q4 2014, closing a stake of 1,265 shares — an estimated $46K sold.

M Holdings Securities first reported a position in KED in Q3 2014 and held it in 1 quarter. The position peaked at $46K in Q3 2014. 46 funds tracked by Wall St. Rank hold KED as of Q4 2014.

  • M Holdings Securities reported no remaining Kayne Anderson Energy position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,265 Kayne Anderson Energy shares in Q4 2014, an estimated $46K.
  • M Holdings Securities first reported a position in Kayne Anderson Energy in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Kayne Anderson Energy position peaked at $46K in Q3 2014.
  • 46 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.