NPC
KED

National Planning Corporation’s Kayne Anderson Energy KED Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-350
Closed -$11.9K – 2757
2014
Q4 		$11.9K Buy
+350
New +$12K ﹤0.01% 1952

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Planning Corporation's KED Position: Q1 2015 in Review

National Planning Corporation sold out of Kayne Anderson Energy (KED) in Q1 2015, closing a stake of 350 shares — an estimated $11.9K sold.

National Planning Corporation first reported a position in KED in Q4 2014 and held it in 1 quarter. The position peaked at $11.9K in Q4 2014. 38 funds tracked by Wall St. Rank hold KED as of Q1 2015.

  • National Planning Corporation reported no remaining Kayne Anderson Energy position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 350 Kayne Anderson Energy shares in Q1 2015, an estimated $11.9K.
  • National Planning Corporation first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Kayne Anderson Energy position peaked at $11.9K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.