Sonora Investment Management’s Kayne Anderson Energy KED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-109
Closed -$2K 1302
2018
Q2
$2K Hold
109
﹤0.01% 1102
2018
Q1
$1.7K Hold
109
﹤0.01% 1078
2017
Q4
$1.9K Hold
109
﹤0.01% 1072
2017
Q3
$1.89K Hold
109
﹤0.01% 1003
2017
Q2
$1.98K Hold
109
﹤0.01% 908
2017
Q1
$2.12K Hold
109
﹤0.01% 855
2016
Q4
$2.12K Hold
109
﹤0.01% 771
2016
Q3
$2.07K Hold
109
﹤0.01% 753
2016
Q2
$2.12K Hold
109
﹤0.01% 770
2016
Q1
$1.87K Hold
109
﹤0.01% 851
2015
Q4
$2K Hold
109
﹤0.01% 736
2015
Q3
$2K Buy
+109
New +$2.47K ﹤0.01% 1034

Sonora Investment Management's KED Position: Q3 2018 in Review

Sonora Investment Management sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 109 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in KED in Q3 2015 and held it in 12 quarters. The position peaked at $2.12K in Q1 2017. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

  • Sonora Investment Management reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • Sonora Investment Management sold 109 Kayne Anderson Energy shares in Q3 2018, an estimated $2K.
  • Sonora Investment Management first reported a position in Kayne Anderson Energy in Q3 2015 and held it in 12 quarters.
  • Sonora Investment Management's Kayne Anderson Energy position peaked at $2.12K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on Sonora Investment Management's 13F filing for Q3 2018, filed 18 Oct 2018.