Pinnacle Summer Investments’s Kayne Anderson Energy KYE Stock Holding History

Pinnacle Summer Investments’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	$4K	Buy	483 +117	+32%	+$1.44K	﹤0.01%	652
2015 Q3	$5K	Buy	+366	New	+$6.12K	﹤0.01%	842
2015 Q2	–	Sell	-366	Closed	-$9K	–	1008
2015 Q1	$9K	Hold	366	–	–	﹤0.01%	807
2014 Q4	$10K	Hold	366	–	–	﹤0.01%	810
2014 Q3	$12K	Hold	366	–	–	﹤0.01%	795
2014 Q2	$12K	Hold	366	–	–	﹤0.01%	748
2014 Q1	$10K	Hold	366	–	–	﹤0.01%	720
2013 Q4	$10K	Hold	366	–	–	﹤0.01%	736
2013 Q3	$11K	Hold	366	–	–	﹤0.01%	670
2013 Q2	$11K	Buy	+366	New	+$10.9K	﹤0.01%	608

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Summer Investments's KYE Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Kayne Anderson Energy (KYE) stake by 32% in Q4 2015, buying an estimated $1.44K and bringing the position to 483 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Pinnacle Summer Investments first reported a position in KYE in Q2 2013 and has held it in 10 quarters since. The position peaked at $12K in Q3 2014. 63 funds tracked by Wall St. Rank hold KYE as of Q4 2015.

Pinnacle Summer Investments held 483 shares of Kayne Anderson Energy worth $4K as of Q4 2015.
Pinnacle Summer Investments bought 117 Kayne Anderson Energy shares in Q4 2015, an estimated $1.44K.
Kayne Anderson Energy made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #652 holding.
Pinnacle Summer Investments first reported a position in Kayne Anderson Energy in Q2 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's Kayne Anderson Energy position peaked at $12K in Q3 2014.
63 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.