MCWS
KYE

McKinley Carter Wealth Services’s Kayne Anderson Energy KYE Stock Holding History

McKinley Carter Wealth Services’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
2014
Q4 		– Sell
-6,295
Closed -$201K – 104
2014
Q3 		$201K Hold
6,295
– – 0.19% 90
2014
Q2 		$204K Buy
+6,295
New +$184K 0.22% 88
2014
Q1 		– Sell
-10,003
Closed -$274K – 124
2013
Q4 		$274K Sell
10,003
-2,774
-22% -$77K 0.27% 86
2013
Q3 		$382K Buy
12,777
+1,698
+15% +$49.9K 0.45% 49
2013
Q2 		$332K Buy
+11,079
New +$329K 0.5% 43

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

McKinley Carter Wealth Services's KYE Position: Q4 2014 in Review

McKinley Carter Wealth Services sold out of Kayne Anderson Energy (KYE) in Q4 2014, closing a stake of 6,295 shares — an estimated $201K sold.

McKinley Carter Wealth Services first reported a position in KYE in Q2 2013 and held it in 5 quarters. The position peaked at $382K in Q3 2013. 72 funds tracked by Wall St. Rank hold KYE as of Q4 2014.

  • McKinley Carter Wealth Services reported no remaining Kayne Anderson Energy position as of Q4 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 6,295 Kayne Anderson Energy shares in Q4 2014, an estimated $201K.
  • McKinley Carter Wealth Services first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 5 quarters.
  • McKinley Carter Wealth Services's Kayne Anderson Energy position peaked at $382K in Q3 2013.
  • 72 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2014, filed 5 Feb 2015.