UBS Group’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-77,414
| Closed | -$1.35M | – | 8659 |
|
|
2018
Q2 | $1.35M | Buy |
77,414
+2,728
| +4% | +$46.3K | ﹤0.01% | 3523 |
|
|
2018
Q1 | $1.16M | Sell |
74,686
-11,446
| -13% | -$196K | ﹤0.01% | 3592 |
|
|
2017
Q4 | $1.5M | Sell |
86,132
-32,616
| -27% | -$520K | ﹤0.01% | 3438 |
|
|
2017
Q3 | $2.06M | Sell |
118,748
-2,808
| -2% | -$47.7K | ﹤0.01% | 3106 |
|
|
2017
Q2 | $2.2M | Buy |
121,556
+404
| +0.3% | +$7.43K | ﹤0.01% | 2931 |
|
|
2017
Q1 | $2.36M | Sell |
121,152
-42,688
| -26% | -$836K | ﹤0.01% | 2796 |
|
|
2016
Q4 | $3.18M | Sell |
163,840
-24,778
| -13% | -$467K | ﹤0.01% | 2500 |
|
|
2016
Q3 | $3.58M | Buy |
188,618
+1,071
| +0.6% | +$19.8K | ﹤0.01% | 2332 |
|
|
2016
Q2 | $3.64M | Sell |
187,547
-9,719
| -5% | -$176K | ﹤0.01% | 2254 |
|
|
2016
Q1 | $3.29M | Buy |
197,266
+48,213
| +32% | +$666K | ﹤0.01% | 2240 |
|
|
2015
Q4 | $2.62M | Sell |
149,053
-26,805
| -15% | -$515K | ﹤0.01% | 2551 |
|
|
2015
Q3 | $3.76M | Buy |
175,858
+21,845
| +14% | +$496K | ﹤0.01% | 2171 |
|
|
2015
Q2 | $3.67M | Sell |
154,013
-10,367
| -6% | -$294K | ﹤0.01% | 2389 |
|
|
2015
Q1 | $4.79M | Buy |
164,380
+77,314
| +89% | +$2.49M | ﹤0.01% | 2107 |
|
|
2014
Q4 | $3.11M | Buy |
+87,066
| New | +$2.99M | ﹤0.01% | 2492 |
|
UBS Group's KED Position: Q3 2018 in Review
UBS Group sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 77,414 shares — an estimated $1.35M sold.
UBS Group first reported a position in KED in Q4 2014 and held it in 15 quarters. The position peaked at $4.79M in Q1 2015. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.
- UBS Group reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
- UBS Group sold 77,414 Kayne Anderson Energy shares in Q3 2018, an estimated $1.35M.
- UBS Group first reported a position in Kayne Anderson Energy in Q4 2014 and held it in 15 quarters.
- UBS Group's Kayne Anderson Energy position peaked at $4.79M in Q1 2015.
- 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.
Based on UBS Group's 13F filing for Q3 2018, filed 14 Nov 2018.