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

TCI Wealth Advisors’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
2015 Q4	–	Sell	-3,175	Closed	-$42K	–	1111
2015 Q3	$42K	Hold	3,175	–	–	0.03%	309
2015 Q2	$67K	Hold	3,175	–	–	0.04%	243
2015 Q1	$78K	Hold	3,175	–	–	0.05%	196
2014 Q4	$88K	Hold	3,175	–	–	0.05%	192
2014 Q3	$101K	Hold	3,175	–	–	0.06%	168
2014 Q2	$103K	Buy	+3,175	New	+$92.9K	0.06%	167

Other funds holding KYE

AAM

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

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

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

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

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

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

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

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

TCI Wealth Advisors's KYE Position: Q4 2015 in Review

TCI Wealth Advisors sold out of Kayne Anderson Energy (KYE) in Q4 2015, closing a stake of 3,175 shares — an estimated $42K sold.

TCI Wealth Advisors first reported a position in KYE in Q2 2014 and held it in 6 quarters. The position peaked at $103K in Q2 2014. 63 funds tracked by Wall St. Rank hold KYE as of Q4 2015.

TCI Wealth Advisors reported no remaining Kayne Anderson Energy position as of Q4 2015 after selling out during the quarter.
TCI Wealth Advisors sold 3,175 Kayne Anderson Energy shares in Q4 2015, an estimated $42K.
TCI Wealth Advisors first reported a position in Kayne Anderson Energy in Q2 2014 and held it in 6 quarters.
TCI Wealth Advisors's Kayne Anderson Energy position peaked at $103K in Q2 2014.
63 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q4 2015.

Based on TCI Wealth Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.