Prelude Capital Management’s Kayne Anderson Energy KED Stock Holding History

Prelude Capital 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
2017 Q4	–	Sell	-800	Closed	-$14K	–	2001
2017 Q3	$14K	Buy	+800	New	+$13.6K	﹤0.01%	1392
2017 Q2	–	Sell	-14,700	Closed	-$287K	–	2087
2017 Q1	$287K	Buy	14,700 +9,400	+177%	+$184K	0.03%	448
2016 Q4	$103K	Buy	5,300 +2,300	+77%	+$43.3K	0.01%	818
2016 Q3	$57K	Buy	3,000 +1,500	+100%	+$27.7K	0.01%	1006
2016 Q2	$29K	Buy	+1,500	New	+$27.2K	﹤0.01%	1174

Other funds holding KED

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Prelude Capital Management's KED Position: Q4 2017 in Review

Prelude Capital Management sold out of Kayne Anderson Energy (KED) in Q4 2017, closing a stake of 800 shares — an estimated $14K sold.

Prelude Capital Management first reported a position in KED in Q2 2016 and held it in 5 quarters. The position peaked at $287K in Q1 2017. 42 funds tracked by Wall St. Rank hold KED as of Q4 2017.

Prelude Capital Management reported no remaining Kayne Anderson Energy position as of Q4 2017 after selling out during the quarter.
Prelude Capital Management sold 800 Kayne Anderson Energy shares in Q4 2017, an estimated $14K.
Prelude Capital Management first reported a position in Kayne Anderson Energy in Q2 2016 and held it in 5 quarters.
Prelude Capital Management's Kayne Anderson Energy position peaked at $287K in Q1 2017.
42 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2017.

Based on Prelude Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.