SPC
KYE

Sigma Planning Corp’s Kayne Anderson Energy KYE Stock Holding History

Sigma Planning Corp’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
2017
Q3 		– Sell
-10,093
Closed -$112K – 890
2017
Q2 		$112K Sell
10,093
-5,502
-35% -$63.4K 0.01% 753
2017
Q1 		$197K Buy
15,595
+4,877
+46% +$61K 0.02% 704
2016
Q4 		$127K Buy
10,718
+181
+2% +$2.05K 0.01% 687
2016
Q3 		$124K Sell
10,537
-3,132
-23% -$34.3K 0.01% 703
2016
Q2 		$149K Buy
+13,669
New +$131K 0.02% 646

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Sigma Planning Corp's KYE Position: Q3 2017 in Review

Sigma Planning Corp sold out of Kayne Anderson Energy (KYE) in Q3 2017, closing a stake of 10,093 shares — an estimated $112K sold.

Sigma Planning Corp first reported a position in KYE in Q2 2016 and held it in 5 quarters. The position peaked at $197K in Q1 2017. 44 funds tracked by Wall St. Rank hold KYE as of Q3 2017.

  • Sigma Planning Corp reported no remaining Kayne Anderson Energy position as of Q3 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 10,093 Kayne Anderson Energy shares in Q3 2017, an estimated $112K.
  • Sigma Planning Corp first reported a position in Kayne Anderson Energy in Q2 2016 and held it in 5 quarters.
  • Sigma Planning Corp's Kayne Anderson Energy position peaked at $197K in Q1 2017.
  • 44 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2017.

Based on Sigma Planning Corp's 13F filing for Q3 2017, filed 6 Nov 2017.