SFSIG
KYE

San Francisco Sentry Investment Group’s Kayne Anderson Energy KYE Stock Holding History

San Francisco Sentry Investment Group’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
2013
Q4 		– Sell
-100
Closed -$3K – 673
2013
Q3 		$3K Hold
100
– – ﹤0.01% 593
2013
Q2 		$3K Buy
+100
New +$2.97K ﹤0.01% 602

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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

San Francisco Sentry Investment Group's KYE Position: Q4 2013 in Review

San Francisco Sentry Investment Group sold out of Kayne Anderson Energy (KYE) in Q4 2013, closing a stake of 100 shares — an estimated $3K sold.

San Francisco Sentry Investment Group first reported a position in KYE in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 73 funds tracked by Wall St. Rank hold KYE as of Q4 2013.

  • San Francisco Sentry Investment Group reported no remaining Kayne Anderson Energy position as of Q4 2013 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 100 Kayne Anderson Energy shares in Q4 2013, an estimated $3K.
  • San Francisco Sentry Investment Group first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 2 quarters.
  • San Francisco Sentry Investment Group's Kayne Anderson Energy position peaked at $3K in Q3 2013.
  • 73 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2013.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2013, filed 22 Jan 2014.