SNC
KED

Stifel Nicolaus & Co’s Kayne Anderson Energy KED Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$610K Buy
21,370
+12,930
+153% +$342K 0.01% 832
2013
Q2 		$216K Buy
+8,440
New +$218K ﹤0.01% 1246

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
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Nicolaus & Co's KED Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Kayne Anderson Energy (KED) stake by 153% in Q3 2013, buying an estimated $342K and bringing the position to 21,370 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #832.

Stifel Nicolaus & Co first reported a position in KED in Q2 2013 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold KED as of Q3 2013.

  • Stifel Nicolaus & Co held 21,370 shares of Kayne Anderson Energy worth $610K as of Q3 2013.
  • Stifel Nicolaus & Co bought 12,930 Kayne Anderson Energy shares in Q3 2013, an estimated $342K.
  • Kayne Anderson Energy made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #832 holding.
  • Stifel Nicolaus & Co first reported a position in Kayne Anderson Energy in Q2 2013 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.