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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-29,511
Closed -$513K 65
2018
Q2
$513K Buy
+29,511
New +$501K 0.2% 49

OTA Financial Group's KED Position: Q3 2018 in Review

OTA Financial Group sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 29,511 shares — an estimated $513K sold.

OTA Financial Group first reported a position in KED in Q2 2018 and held it in 1 quarter. The position peaked at $513K in Q2 2018. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

  • OTA Financial Group reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • OTA Financial Group sold 29,511 Kayne Anderson Energy shares in Q3 2018, an estimated $513K.
  • OTA Financial Group first reported a position in Kayne Anderson Energy in Q2 2018 and held it in 1 quarter.
  • OTA Financial Group's Kayne Anderson Energy position peaked at $513K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on OTA Financial Group's 13F filing for Q3 2018, filed 19 Oct 2018.