Raymond James Financial Services Advisors’s Kayne Anderson Energy KED Stock Holding History

Raymond James Financial Services Advisors’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
2016 Q3	–	Sell	-15,760	Closed	-$306K	–	2454
2016 Q2	$306K	Sell	15,760 -66	-0.4%	-$1.2K	﹤0.01%	1712
2016 Q1	$264K	Sell	15,826 -252	-2%	-$3.48K	﹤0.01%	1627
2015 Q4	$282K	Sell	16,078 -896	-5%	-$17.2K	﹤0.01%	1430
2015 Q3	$363K	Buy	+16,974	New	+$385K	0.01%	1179
2013 Q3	–	Sell	-18,743	Closed	-$480K	–	1146
2013 Q2	$480K	Buy	+18,743	New	+$484K	0.01%	878

Other funds holding KED

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial Services Advisors's KED Position: Q3 2016 in Review

Raymond James Financial Services Advisors sold out of Kayne Anderson Energy (KED) in Q3 2016, closing a stake of 15,760 shares — an estimated $306K sold.

Raymond James Financial Services Advisors first reported a position in KED in Q2 2013 and held it in 5 quarters. The position peaked at $480K in Q2 2013. 38 funds tracked by Wall St. Rank hold KED as of Q3 2016.

Raymond James Financial Services Advisors reported no remaining Kayne Anderson Energy position as of Q3 2016 after selling out during the quarter.
Raymond James Financial Services Advisors sold 15,760 Kayne Anderson Energy shares in Q3 2016, an estimated $306K.
Raymond James Financial Services Advisors first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 5 quarters.
Raymond James Financial Services Advisors's Kayne Anderson Energy position peaked at $480K in Q2 2013.
38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2016.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.