SKK
KED

Shepherd Kaplan Krochuk’s Kayne Anderson Energy KED Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q1 		– Sell
-11,860
Closed -$208K – 414
2015
Q4 		$208K Sell
11,860
-5,080
-30% -$97.6K 0.05% 267
2015
Q3 		$362K Buy
+16,940
New +$384K 0.1% 164

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Shepherd Kaplan Krochuk's KED Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of Kayne Anderson Energy (KED) in Q1 2016, closing a stake of 11,860 shares — an estimated $208K sold.

Shepherd Kaplan Krochuk first reported a position in KED in Q3 2015 and held it in 2 quarters. The position peaked at $362K in Q3 2015. 34 funds tracked by Wall St. Rank hold KED as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining Kayne Anderson Energy position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 11,860 Kayne Anderson Energy shares in Q1 2016, an estimated $208K.
  • Shepherd Kaplan Krochuk first reported a position in Kayne Anderson Energy in Q3 2015 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Kayne Anderson Energy position peaked at $362K in Q3 2015.
  • 34 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.