WS
KYE

Wedbush Securities’s Kayne Anderson Energy KYE Stock Holding History

Wedbush Securities’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
2016
Q3 		– Sell
-12,733
Closed -$139K – 880
2016
Q2 		$139K Buy
12,733
+221
+2% +$2.11K 0.02% 675
2016
Q1 		$102K Sell
12,512
-15,368
-55% -$110K 0.02% 664
2015
Q4 		$236K Sell
27,880
-52,284
-65% -$644K 0.04% 507
2015
Q3 		$1.05M Buy
80,164
+3,149
+4% +$52.6K 0.21% 108
2015
Q2 		$1.63M Buy
77,015
+2,415
+3% +$57.8K 0.3% 65
2015
Q1 		$1.84M Buy
74,600
+6,429
+9% +$164K 0.31% 66
2014
Q4 		$1.9M Sell
68,171
-3,089
-4% -$90.5K 0.29% 63
2014
Q3 		$2.27M Sell
71,260
-2,591
-4% -$84K 0.35% 50
2014
Q2 		$2.4M Sell
73,851
-1,762
-2% -$51.5K 0.38% 50
2014
Q1 		$2.06M Sell
75,613
-229
-0.3% -$6.19K 0.36% 59
2013
Q4 		$2.07M Buy
75,842
+3,240
+4% +$89.9K 0.49% 47
2013
Q3 		$2.17M Buy
72,602
+1,290
+2% +$37.9K 0.57% 38
2013
Q2 		$2.13M Buy
+71,312
New +$2.12M 0.59% 35

Other funds holding KYE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wedbush Securities's KYE Position: Q3 2016 in Review

Wedbush Securities sold out of Kayne Anderson Energy (KYE) in Q3 2016, closing a stake of 12,733 shares — an estimated $139K sold.

Wedbush Securities first reported a position in KYE in Q2 2013 and held it in 13 quarters. The position peaked at $2.4M in Q2 2014. 55 funds tracked by Wall St. Rank hold KYE as of Q3 2016.

  • Wedbush Securities reported no remaining Kayne Anderson Energy position as of Q3 2016 after selling out during the quarter.
  • Wedbush Securities sold 12,733 Kayne Anderson Energy shares in Q3 2016, an estimated $139K.
  • Wedbush Securities first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 13 quarters.
  • Wedbush Securities's Kayne Anderson Energy position peaked at $2.4M in Q2 2014.
  • 55 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2016.

Based on Wedbush Securities's 13F filing for Q3 2016, filed 4 Nov 2016.