VFA
KYE

Valeo Financial Advisors’s Kayne Anderson Energy KYE Stock Holding History

Valeo Financial 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
2018
Q2 		– Sell
-300
Closed -$3K – 1822
2018
Q1 		$3K Hold
300
– – ﹤0.01% 1294
2017
Q4 		$3K Hold
300
– – ﹤0.01% 1151
2017
Q3 		$3K Buy
+300
New +$3.22K ﹤0.01% 990

Other funds holding KYE

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Valeo Financial Advisors's KYE Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Kayne Anderson Energy (KYE) in Q2 2018, closing a stake of 300 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in KYE in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 54 funds tracked by Wall St. Rank hold KYE as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Kayne Anderson Energy position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 300 Kayne Anderson Energy shares in Q2 2018, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Kayne Anderson Energy in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Kayne Anderson Energy position peaked at $3K in Q1 2018.
  • 54 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.