SPIA
KED

Steward Partners Investment Advisory’s Kayne Anderson Energy KED Stock Holding History

Steward Partners Investment Advisory’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
2018
Q3 		– Sell
-15,706
Closed -$273K – 2828
2018
Q2 		$273K Buy
15,706
+500
+3% +$8.49K 0.02% 581
2018
Q1 		$236K Buy
15,206
+112
+0.7% +$1.92K 0.02% 585
2017
Q4 		$262K Sell
15,094
-863
-5% -$13.8K 0.02% 473
2017
Q3 		$276K Buy
15,957
+132
+0.8% +$2.24K 0.03% 383
2017
Q2 		$286K Buy
15,825
+121
+0.8% +$2.22K 0.03% 354
2017
Q1 		$306K Buy
15,704
+140
+0.9% +$2.74K 0.05% 267
2016
Q4 		$302K Buy
+15,564
New +$293K 0.14% 138

Steward Partners Investment Advisory's KED Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 15,706 shares — an estimated $273K sold.

Steward Partners Investment Advisory first reported a position in KED in Q4 2016 and held it in 7 quarters. The position peaked at $306K in Q1 2017. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

  • Steward Partners Investment Advisory reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 15,706 Kayne Anderson Energy shares in Q3 2018, an estimated $273K.
  • Steward Partners Investment Advisory first reported a position in Kayne Anderson Energy in Q4 2016 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Kayne Anderson Energy position peaked at $306K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.