RJT
KYE

Raymond James Trust’s Kayne Anderson Energy KYE Stock Holding History

Raymond James Trust’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
2014
Q4 		– Sell
-6,345
Closed -$202K – 654
2014
Q3 		$202K Hold
6,345
– – 0.02% 551
2014
Q2 		$206K Buy
+6,345
New +$186K 0.02% 548

Other funds holding KYE

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Raymond James Trust's KYE Position: Q4 2014 in Review

Raymond James Trust sold out of Kayne Anderson Energy (KYE) in Q4 2014, closing a stake of 6,345 shares — an estimated $202K sold.

Raymond James Trust first reported a position in KYE in Q2 2014 and held it in 2 quarters. The position peaked at $206K in Q2 2014. 72 funds tracked by Wall St. Rank hold KYE as of Q4 2014.

  • Raymond James Trust reported no remaining Kayne Anderson Energy position as of Q4 2014 after selling out during the quarter.
  • Raymond James Trust sold 6,345 Kayne Anderson Energy shares in Q4 2014, an estimated $202K.
  • Raymond James Trust first reported a position in Kayne Anderson Energy in Q2 2014 and held it in 2 quarters.
  • Raymond James Trust's Kayne Anderson Energy position peaked at $206K in Q2 2014.
  • 72 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2014.

Based on Raymond James Trust's 13F filing for Q4 2014, filed 25 Feb 2015.