Stifel Financial’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-41,954
| Closed | -$728K | – | 2893 |
|
|
2018
Q2 | $728K | Buy |
41,954
+6,909
| +20% | +$120K | ﹤0.01% | 1820 |
|
|
2018
Q1 | $551K | Sell |
35,045
-268
| -0.8% | -$4.21K | ﹤0.01% | 1915 |
|
|
2017
Q4 | $612K | Sell |
35,313
-1,418
| -4% | -$24.6K | ﹤0.01% | 1794 |
|
|
2017
Q3 | $633K | Sell |
36,731
-1,281
| -3% | -$22.1K | ﹤0.01% | 1748 |
|
|
2017
Q2 | $688K | Sell |
38,012
-518
| -1% | -$9.38K | ﹤0.01% | 1689 |
|
|
2017
Q1 | $753K | Sell |
38,530
-3,860
| -9% | -$75.4K | ﹤0.01% | 1599 |
|
|
2016
Q4 | $825K | Sell |
42,390
-1,202
| -3% | -$23.4K | ﹤0.01% | 1493 |
|
|
2016
Q3 | $833K | Sell |
43,592
-475
| -1% | -$9.08K | ﹤0.01% | 1439 |
|
|
2016
Q2 | $855K | Sell |
44,067
-611
| -1% | -$11.9K | ﹤0.01% | 1443 |
|
|
2016
Q1 | $746K | Buy |
44,678
+15,129
| +51% | +$253K | ﹤0.01% | 1374 |
|
|
2015
Q4 | $519K | Sell |
29,549
-22,724
| -43% | -$399K | ﹤0.01% | 1644 |
|
|
2015
Q3 | $1.12M | Sell |
52,273
-13,408
| -20% | -$287K | 0.01% | 1175 |
|
|
2015
Q2 | $1.57M | Buy |
65,681
+10,434
| +19% | +$249K | 0.01% | 1132 |
|
|
2015
Q1 | $1.61M | Buy |
55,247
+11,306
| +26% | +$330K | 0.01% | 1044 |
|
|
2014
Q4 | $1.57M | Buy |
43,941
+463
| +1% | +$16.5K | 0.01% | 1031 |
|
|
2014
Q3 | $1.59M | Buy |
43,478
+7,403
| +21% | +$270K | 0.01% | 864 |
|
|
2014
Q2 | $1.24M | Buy |
36,075
+4,654
| +15% | +$159K | 0.01% | 1002 |
|
|
2014
Q1 | $971K | Buy |
+31,421
| New | +$971K | 0.01% | 1099 |
|