NFG
KED

Next Financial Group’s Kayne Anderson Energy KED Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-1,000
Closed -$17K – 1777
2017
Q3 		$17K Hold
1,000
– – ﹤0.01% 1036
2017
Q2 		$18K Hold
1,000
– – ﹤0.01% 1137
2017
Q1 		$19K Sell
1,000
-2,965
-75% -$58.1K 0.01% 1082
2016
Q4 		$77K Sell
3,965
-35
-0.9% -$659 0.01% 790
2016
Q3 		$76K Buy
+4,000
New +$73.9K 0.01% 765
2014
Q4 		– Sell
-6,350
Closed -$232K – 2703
2014
Q3 		$232K Buy
+6,350
New +$225K 0.05% 413

Other funds holding KED

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Next Financial Group's KED Position: Q4 2017 in Review

Next Financial Group sold out of Kayne Anderson Energy (KED) in Q4 2017, closing a stake of 1,000 shares — an estimated $17K sold.

Next Financial Group first reported a position in KED in Q3 2014 and held it in 6 quarters. The position peaked at $232K in Q3 2014. 42 funds tracked by Wall St. Rank hold KED as of Q4 2017.

  • Next Financial Group reported no remaining Kayne Anderson Energy position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 1,000 Kayne Anderson Energy shares in Q4 2017, an estimated $17K.
  • Next Financial Group first reported a position in Kayne Anderson Energy in Q3 2014 and held it in 6 quarters.
  • Next Financial Group's Kayne Anderson Energy position peaked at $232K in Q3 2014.
  • 42 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.