TWA
KED

TCI Wealth Advisors’s Kayne Anderson Energy KED Stock Holding History

TCI Wealth Advisors’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
2017
Q4 		– Sell
-5,000
Closed -$87K – 1486
2017
Q3 		$87K Buy
5,000
+2,000
+67% +$34K 0.04% 225
2017
Q2 		$54K Buy
+3,000
New +$55.1K 0.03% 296
2017
Q1 		– Sell
-800
Closed -$16K – 1475
2016
Q4 		$16K Buy
+800
New +$15.1K 0.01% 537

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TCI Wealth Advisors's KED Position: Q4 2017 in Review

TCI Wealth Advisors sold out of Kayne Anderson Energy (KED) in Q4 2017, closing a stake of 5,000 shares — an estimated $87K sold.

TCI Wealth Advisors first reported a position in KED in Q4 2016 and held it in 3 quarters. The position peaked at $87K in Q3 2017. 42 funds tracked by Wall St. Rank hold KED as of Q4 2017.

  • TCI Wealth Advisors reported no remaining Kayne Anderson Energy position as of Q4 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 5,000 Kayne Anderson Energy shares in Q4 2017, an estimated $87K.
  • TCI Wealth Advisors first reported a position in Kayne Anderson Energy in Q4 2016 and held it in 3 quarters.
  • TCI Wealth Advisors's Kayne Anderson Energy position peaked at $87K in Q3 2017.
  • 42 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2017.

Based on TCI Wealth Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.