MWM
KYE

Merriman Wealth Management’s Kayne Anderson Energy KYE Stock Holding History

Merriman Wealth Management’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
2018
Q1 		– Sell
-40,400
Closed -$406K – 218
2017
Q4 		$406K Buy
+40,400
New +$410K 0.1% 126

Other funds holding KYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merriman Wealth Management's KYE Position: Q1 2018 in Review

Merriman Wealth Management sold out of Kayne Anderson Energy (KYE) in Q1 2018, closing a stake of 40,400 shares — an estimated $406K sold.

Merriman Wealth Management first reported a position in KYE in Q4 2017 and held it in 1 quarter. The position peaked at $406K in Q4 2017. 54 funds tracked by Wall St. Rank hold KYE as of Q1 2018.

  • Merriman Wealth Management reported no remaining Kayne Anderson Energy position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 40,400 Kayne Anderson Energy shares in Q1 2018, an estimated $406K.
  • Merriman Wealth Management first reported a position in Kayne Anderson Energy in Q4 2017 and held it in 1 quarter.
  • Merriman Wealth Management's Kayne Anderson Energy position peaked at $406K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.