Mosaic Family Wealth’s Kayne Anderson Energy KYE Stock Holding History

Mosaic Family Wealth’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 Q3	–	Sell	-3,982	Closed	-$38K	–	706
2018 Q2	$38K	Sell	3,982 -2,058	-34%	-$19.2K	0.01%	351
2018 Q1	$52K	Sell	6,040 -1,000	-14%	-$9.96K	0.02%	301
2017 Q4	$71K	Hold	7,040	–	–	0.03%	281
2017 Q3	$78K	Hold	7,040	–	–	0.03%	288
2017 Q2	$78K	Hold	7,040	–	–	0.03%	275
2017 Q1	$89K	Sell	7,040 -500	-7%	-$6.25K	0.04%	268
2016 Q4	$89K	Sell	7,540 -500	-6%	-$5.66K	0.04%	269
2016 Q3	$94K	Sell	8,040 -1,491	-16%	-$16.3K	0.04%	265
2016 Q2	$104K	Hold	9,531	–	–	0.05%	247
2016 Q1	$77K	Buy	9,531 +2,000	+27%	+$14.3K	0.04%	282
2015 Q4	$63K	Buy	+7,531	New	+$92.7K	0.03%	279

Mosaic Family Wealth's KYE Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Kayne Anderson Energy (KYE) in Q3 2018, closing a stake of 3,982 shares — an estimated $38K sold.

Mosaic Family Wealth first reported a position in KYE in Q4 2015 and held it in 11 quarters. The position peaked at $104K in Q2 2016. 0 funds tracked by Wall St. Rank hold KYE as of Q3 2018.

Mosaic Family Wealth reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
Mosaic Family Wealth sold 3,982 Kayne Anderson Energy shares in Q3 2018, an estimated $38K.
Mosaic Family Wealth first reported a position in Kayne Anderson Energy in Q4 2015 and held it in 11 quarters.
Mosaic Family Wealth's Kayne Anderson Energy position peaked at $104K in Q2 2016.
0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.