SSB
KYE

Sandy Spring Bank’s Kayne Anderson Energy KYE Stock Holding History

Sandy Spring Bank’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
2015
Q4 		– Sell
-3,500
Closed -$46K – 1009
2015
Q3 		$46K Hold
3,500
– – 0.01% 447
2015
Q2 		$74K Hold
3,500
– – 0.01% 411
2015
Q1 		$86K Buy
+3,500
New +$89K 0.01% 380

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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

Sandy Spring Bank's KYE Position: Q4 2015 in Review

Sandy Spring Bank sold out of Kayne Anderson Energy (KYE) in Q4 2015, closing a stake of 3,500 shares — an estimated $46K sold.

Sandy Spring Bank first reported a position in KYE in Q1 2015 and held it in 3 quarters. The position peaked at $86K in Q1 2015. 63 funds tracked by Wall St. Rank hold KYE as of Q4 2015.

  • Sandy Spring Bank reported no remaining Kayne Anderson Energy position as of Q4 2015 after selling out during the quarter.
  • Sandy Spring Bank sold 3,500 Kayne Anderson Energy shares in Q4 2015, an estimated $46K.
  • Sandy Spring Bank first reported a position in Kayne Anderson Energy in Q1 2015 and held it in 3 quarters.
  • Sandy Spring Bank's Kayne Anderson Energy position peaked at $86K in Q1 2015.
  • 63 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2015.

Based on Sandy Spring Bank's 13F filing for Q4 2015, filed 3 Feb 2016.