OFG
KYE

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

OTA 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
2018
Q1 		– Sell
-21,462
Closed -$215K – 92
2017
Q4 		$215K Buy
+21,462
New +$218K 0.08% 61

Other funds holding KYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OTA Financial Group's KYE Position: Q1 2018 in Review

OTA Financial Group sold out of Kayne Anderson Energy (KYE) in Q1 2018, closing a stake of 21,462 shares — an estimated $215K sold.

OTA Financial Group first reported a position in KYE in Q4 2017 and held it in 1 quarter. The position peaked at $215K in Q4 2017. 54 funds tracked by Wall St. Rank hold KYE as of Q1 2018.

  • OTA Financial Group reported no remaining Kayne Anderson Energy position as of Q1 2018 after selling out during the quarter.
  • OTA Financial Group sold 21,462 Kayne Anderson Energy shares in Q1 2018, an estimated $215K.
  • OTA Financial Group first reported a position in Kayne Anderson Energy in Q4 2017 and held it in 1 quarter.
  • OTA Financial Group's Kayne Anderson Energy position peaked at $215K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2018.

Based on OTA Financial Group's 13F filing for Q1 2018, filed 19 Apr 2018.