PMG
KED

ProVise Management Group’s Kayne Anderson Energy KED Stock Holding History

ProVise Management Group’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
2013
Q4 		– Sell
-13,515
Closed -$386K – 324
2013
Q3 		$386K Sell
13,515
-511
-4% -$13.5K 0.11% 200
2013
Q2 		$359K Buy
+14,026
New +$362K 0.11% 208

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ProVise Management Group's KED Position: Q4 2013 in Review

ProVise Management Group sold out of Kayne Anderson Energy (KED) in Q4 2013, closing a stake of 13,515 shares — an estimated $386K sold.

ProVise Management Group first reported a position in KED in Q2 2013 and held it in 2 quarters. The position peaked at $386K in Q3 2013. 39 funds tracked by Wall St. Rank hold KED as of Q4 2013.

  • ProVise Management Group reported no remaining Kayne Anderson Energy position as of Q4 2013 after selling out during the quarter.
  • ProVise Management Group sold 13,515 Kayne Anderson Energy shares in Q4 2013, an estimated $386K.
  • ProVise Management Group first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 2 quarters.
  • ProVise Management Group's Kayne Anderson Energy position peaked at $386K in Q3 2013.
  • 39 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2013.

Based on ProVise Management Group's 13F filing for Q4 2013, filed 7 Feb 2014.