RWM
KYE

RKL Wealth Management’s Kayne Anderson Energy KYE Stock Holding History

RKL Wealth Management’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
2016
Q4 		– Sell
-26,742
Closed -$314K – 102
2016
Q3 		$314K Sell
26,742
-2,407
-8% -$26.4K 0.16% 61
2016
Q2 		$317K Buy
+29,149
New +$279K 0.16% 61

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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

RKL Wealth Management's KYE Position: Q4 2016 in Review

RKL Wealth Management sold out of Kayne Anderson Energy (KYE) in Q4 2016, closing a stake of 26,742 shares — an estimated $314K sold.

RKL Wealth Management first reported a position in KYE in Q2 2016 and held it in 2 quarters. The position peaked at $317K in Q2 2016. 58 funds tracked by Wall St. Rank hold KYE as of Q4 2016.

  • RKL Wealth Management reported no remaining Kayne Anderson Energy position as of Q4 2016 after selling out during the quarter.
  • RKL Wealth Management sold 26,742 Kayne Anderson Energy shares in Q4 2016, an estimated $314K.
  • RKL Wealth Management first reported a position in Kayne Anderson Energy in Q2 2016 and held it in 2 quarters.
  • RKL Wealth Management's Kayne Anderson Energy position peaked at $317K in Q2 2016.
  • 58 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2016.

Based on RKL Wealth Management's 13F filing for Q4 2016, filed 2 Feb 2017.