TJHA
KED

Thomas J. Herzfeld Advisors’s Kayne Anderson Energy KED Stock Holding History

Thomas J. Herzfeld 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
2018
Q3 		– Sell
-44,676
Closed -$777K – 313
2018
Q2 		$777K Hold
44,676
– – 0.28% 72
2018
Q1 		$695K Buy
44,676
+17,127
+62% +$293K 0.27% 72
2017
Q4 		$480K Buy
+27,549
New +$439K 0.18% 82

Thomas J. Herzfeld Advisors's KED Position: Q3 2018 in Review

Thomas J. Herzfeld Advisors sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 44,676 shares — an estimated $777K sold.

Thomas J. Herzfeld Advisors first reported a position in KED in Q4 2017 and held it in 3 quarters. The position peaked at $777K in Q2 2018. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.

  • Thomas J. Herzfeld Advisors reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 44,676 Kayne Anderson Energy shares in Q3 2018, an estimated $777K.
  • Thomas J. Herzfeld Advisors first reported a position in Kayne Anderson Energy in Q4 2017 and held it in 3 quarters.
  • Thomas J. Herzfeld Advisors's Kayne Anderson Energy position peaked at $777K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.