NFC
KYE

Northeast Financial Consultants’s Kayne Anderson Energy KYE Stock Holding History

Northeast Financial Consultants’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
2015
Q4 		– Sell
-21,500
Closed -$281K – 145
2015
Q3 		$281K Sell
21,500
-10,000
-32% -$167K 0.14% 103
2015
Q2 		$666K Buy
31,500
+1,025
+3% +$24.6K 0.3% 68
2015
Q1 		$753K Sell
30,475
-600
-2% -$15.3K 0.34% 60
2014
Q4 		$865K Buy
31,075
+19,300
+164% +$566K 0.46% 46
2014
Q3 		$376K Buy
+11,775
New +$382K 0.21% 85

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northeast Financial Consultants's KYE Position: Q4 2015 in Review

Northeast Financial Consultants sold out of Kayne Anderson Energy (KYE) in Q4 2015, closing a stake of 21,500 shares — an estimated $281K sold.

Northeast Financial Consultants first reported a position in KYE in Q3 2014 and held it in 5 quarters. The position peaked at $865K in Q4 2014. 63 funds tracked by Wall St. Rank hold KYE as of Q4 2015.

  • Northeast Financial Consultants reported no remaining Kayne Anderson Energy position as of Q4 2015 after selling out during the quarter.
  • Northeast Financial Consultants sold 21,500 Kayne Anderson Energy shares in Q4 2015, an estimated $281K.
  • Northeast Financial Consultants first reported a position in Kayne Anderson Energy in Q3 2014 and held it in 5 quarters.
  • Northeast Financial Consultants's Kayne Anderson Energy position peaked at $865K in Q4 2014.
  • 63 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2015.

Based on Northeast Financial Consultants's 13F filing for Q4 2015, filed 10 Feb 2016.