SWP
KED

Stratos Wealth Partners’s Kayne Anderson Energy KED Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-526
Closed -$8K – 3189
2018
Q1 		$8K Hold
526
– – ﹤0.01% 2453
2017
Q4 		$9K Buy
+526
New +$8.39K ﹤0.01% 2220

Other funds holding KED

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's KED Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Kayne Anderson Energy (KED) in Q2 2018, closing a stake of 526 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in KED in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 40 funds tracked by Wall St. Rank hold KED as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Kayne Anderson Energy position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 526 Kayne Anderson Energy shares in Q2 2018, an estimated $8K.
  • Stratos Wealth Partners first reported a position in Kayne Anderson Energy in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Kayne Anderson Energy position peaked at $9K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.