NFG
KYE

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

Next Financial Group’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
2017
Q4 		– Sell
-200
Closed -$2K – 1696
2017
Q3 		$2K Hold
200
– – ﹤0.01% 1655
2017
Q2 		$2K Hold
200
– – ﹤0.01% 1788
2017
Q1 		$2K Sell
200
-10
-5% -$125 ﹤0.01% 1758
2016
Q4 		$2K Hold
210
– – ﹤0.01% 2227
2016
Q3 		$2K Buy
210
+10
+5% +$110 ﹤0.01% 2214
2016
Q2 		$2K Hold
200
– – ﹤0.01% 1625
2016
Q1 		$1K Hold
200
– – ﹤0.01% 1694
2015
Q4 		$1K Hold
200
– – ﹤0.01% 1741
2015
Q3 		$2K Hold
200
– – ﹤0.01% 1665
2015
Q2 		$4K Hold
200
– – ﹤0.01% 1564
2015
Q1 		$4K Hold
200
– – ﹤0.01% 1574
2014
Q4 		$6K Hold
200
– – ﹤0.01% 1458
2014
Q3 		$6K Buy
+200
New +$6.48K ﹤0.01% 2009

Other funds holding KYE

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

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

Next Financial Group sold out of Kayne Anderson Energy (KYE) in Q4 2017, closing a stake of 200 shares — an estimated $2K sold.

Next Financial Group first reported a position in KYE in Q3 2014 and held it in 13 quarters. The position peaked at $6K in Q4 2014. 59 funds tracked by Wall St. Rank hold KYE 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 200 Kayne Anderson Energy shares in Q4 2017, an estimated $2K.
  • Next Financial Group first reported a position in Kayne Anderson Energy in Q3 2014 and held it in 13 quarters.
  • Next Financial Group's Kayne Anderson Energy position peaked at $6K in Q4 2014.
  • 59 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.