V
KED

Veritable’s Kayne Anderson Energy KED Stock Holding History

Veritable’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
2015
Q1 		– Sell
-13,002
Closed -$465K – 992
2014
Q4 		$465K Buy
13,002
+1,500
+13% +$51.5K 0.01% 617
2014
Q3 		$420K Hold
11,502
– – 0.01% 652
2014
Q2 		$394K Hold
11,502
– – 0.01% 675
2014
Q1 		$356K Hold
11,502
– – 0.01% 677
2013
Q4 		$322K Hold
11,502
– – 0.01% 694
2013
Q3 		$328K Hold
11,502
– – 0.01% 695
2013
Q2 		$295K Buy
+11,502
New +$297K 0.01% 733

Other funds holding KED

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Veritable's KED Position: Q1 2015 in Review

Veritable sold out of Kayne Anderson Energy (KED) in Q1 2015, closing a stake of 13,002 shares — an estimated $465K sold.

Veritable first reported a position in KED in Q2 2013 and held it in 7 quarters. The position peaked at $465K in Q4 2014. 38 funds tracked by Wall St. Rank hold KED as of Q1 2015.

  • Veritable reported no remaining Kayne Anderson Energy position as of Q1 2015 after selling out during the quarter.
  • Veritable sold 13,002 Kayne Anderson Energy shares in Q1 2015, an estimated $465K.
  • Veritable first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 7 quarters.
  • Veritable's Kayne Anderson Energy position peaked at $465K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2015.

Based on Veritable's 13F filing for Q1 2015, filed 15 May 2015.