RFA
KED

Reilly Financial Advisors’s Kayne Anderson Energy KED Stock Holding History

Reilly Financial 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
2014
Q2 		– Sell
-1,108
Closed -$34K – 926
2014
Q1 		$34K Buy
+1,108
New +$32K 0.01% 339

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
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 5.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Reilly Financial Advisors's KED Position: Q2 2014 in Review

Reilly Financial Advisors sold out of Kayne Anderson Energy (KED) in Q2 2014, closing a stake of 1,108 shares — an estimated $34K sold.

Reilly Financial Advisors first reported a position in KED in Q1 2014 and held it in 1 quarter. The position peaked at $34K in Q1 2014. 46 funds tracked by Wall St. Rank hold KED as of Q2 2014.

  • Reilly Financial Advisors reported no remaining Kayne Anderson Energy position as of Q2 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,108 Kayne Anderson Energy shares in Q2 2014, an estimated $34K.
  • Reilly Financial Advisors first reported a position in Kayne Anderson Energy in Q1 2014 and held it in 1 quarter.
  • Reilly Financial Advisors's Kayne Anderson Energy position peaked at $34K in Q1 2014.
  • 46 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2014.

Based on Reilly Financial Advisors's 13F filing for Q2 2014, filed 16 Jul 2014.