MA
KED

MUFG Americas’s Kayne Anderson Energy KED Stock Holding History

MUFG Americas’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
2013
Q4 		– Sell
-1,738
Closed -$49K – 1290
2013
Q3 		$49K Buy
1,738
+11
+0.6% +$291 ﹤0.01% 720
2013
Q2 		$44K Buy
+1,727
New +$44.6K ﹤0.01% 1175

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
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
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

MUFG Americas's KED Position: Q4 2013 in Review

MUFG Americas sold out of Kayne Anderson Energy (KED) in Q4 2013, closing a stake of 1,738 shares — an estimated $49K sold.

MUFG Americas first reported a position in KED in Q2 2013 and held it in 2 quarters. The position peaked at $49K in Q3 2013. 39 funds tracked by Wall St. Rank hold KED as of Q4 2013.

  • MUFG Americas reported no remaining Kayne Anderson Energy position as of Q4 2013 after selling out during the quarter.
  • MUFG Americas sold 1,738 Kayne Anderson Energy shares in Q4 2013, an estimated $49K.
  • MUFG Americas first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 2 quarters.
  • MUFG Americas's Kayne Anderson Energy position peaked at $49K in Q3 2013.
  • 39 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2013.

Based on MUFG Americas's 13F filing for Q4 2013, filed 11 Feb 2014.