PWM
KED

Perigon Wealth Management’s Kayne Anderson Energy KED Stock Holding History

Perigon Wealth Management’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
2018
Q1 		– Sell
-2,818
Closed -$49K – 720
2017
Q4 		$49K Hold
2,818
– – 0.02% 288
2017
Q3 		$49K Buy
+2,818
New +$47.9K 0.02% 341

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Perigon Wealth Management's KED Position: Q1 2018 in Review

Perigon Wealth Management sold out of Kayne Anderson Energy (KED) in Q1 2018, closing a stake of 2,818 shares — an estimated $49K sold.

Perigon Wealth Management first reported a position in KED in Q3 2017 and held it in 2 quarters. The position peaked at $49K in Q4 2017. 38 funds tracked by Wall St. Rank hold KED as of Q1 2018.

  • Perigon Wealth Management reported no remaining Kayne Anderson Energy position as of Q1 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 2,818 Kayne Anderson Energy shares in Q1 2018, an estimated $49K.
  • Perigon Wealth Management first reported a position in Kayne Anderson Energy in Q3 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Kayne Anderson Energy position peaked at $49K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2018.

Based on Perigon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.