Sun Life Financial’s Kayne Anderson Energy KYE Stock Holding History

Sun Life Financial’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
2016 Q2	–	Sell	-266,666	Closed	-$6.84K	–	147
2016 Q1	$6.84K	Sell	266,666 -66,667	-20%	-$478K	0.01%	58
2015 Q4	$8.58M	Sell	333,333 -266,667	-44%	-$3.28M	1.17%	17
2015 Q3	$15.6M	Hold	600,000	–	–	3.34%	8
2015 Q2	$15.7M	Hold	600,000	–	–	1.67%	11
2015 Q1	$15.8M	Hold	600,000	–	–	1.64%	11
2014 Q4	$15.9M	Hold	600,000	–	–	1.67%	10
2014 Q3	$16M	Hold	600,000	–	–	1.68%	10
2014 Q2	$16.1M	Hold	600,000	–	–	1.67%	9
2014 Q1	$16.2M	Hold	600,000	–	–	1.62%	9
2013 Q4	$16.2M	Hold	600,000	–	–	1.43%	10
2013 Q3	$16.2M	Hold	600,000	–	–	1.45%	8
2013 Q2	$16.6M	Buy	+600,000	New	+$17.8M	1.4%	13

Other funds holding KYE

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sun Life Financial's KYE Position: Q2 2016 in Review

Sun Life Financial sold out of Kayne Anderson Energy (KYE) in Q2 2016, closing a stake of 266,666 shares — an estimated $6.84K sold.

Sun Life Financial first reported a position in KYE in Q2 2013 and held it in 12 quarters. The position peaked at $16.6M in Q2 2013. 54 funds tracked by Wall St. Rank hold KYE as of Q2 2016.

Sun Life Financial reported no remaining Kayne Anderson Energy position as of Q2 2016 after selling out during the quarter.
Sun Life Financial sold 266,666 Kayne Anderson Energy shares in Q2 2016, an estimated $6.84K.
Sun Life Financial first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 12 quarters.
Sun Life Financial's Kayne Anderson Energy position peaked at $16.6M in Q2 2013.
54 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2016.

Based on Sun Life Financial's 13F filing for Q2 2016, filed 10 Aug 2016.