SNC
KYE

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

Stifel Nicolaus & Co’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
2013
Q3 		$326K Sell
10,901
-3,199
-23% -$94K 0.01% 1102
2013
Q2 		$422K Buy
+14,100
New +$419K 0.01% 926

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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

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

Stifel Nicolaus & Co reduced its Kayne Anderson Energy (KYE) stake by 23% in Q3 2013, selling an estimated $94K and leaving 10,901 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1102.

Stifel Nicolaus & Co first reported a position in KYE in Q2 2013 and has held it in 2 quarters since. The position peaked at $422K in Q2 2013. 68 funds tracked by Wall St. Rank hold KYE as of Q3 2013.

  • Stifel Nicolaus & Co held 10,901 shares of Kayne Anderson Energy worth $326K as of Q3 2013.
  • Stifel Nicolaus & Co sold 3,199 Kayne Anderson Energy shares in Q3 2013, an estimated $94K.
  • Kayne Anderson Energy made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1102 holding.
  • Stifel Nicolaus & Co first reported a position in Kayne Anderson Energy in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Kayne Anderson Energy position peaked at $422K in Q2 2013.
  • 68 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.