Wells Fargo’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 |
-93,392
| Closed | -$1.62M | – | 6845 |
|
|
2018
Q2 | $1.62M | Sell |
93,392
-501
| -0.5% | -$8.51K | ﹤0.01% | 3623 |
|
|
2018
Q1 | $1.46M | Buy |
93,893
+19,845
| +27% | +$340K | ﹤0.01% | 3622 |
|
|
2017
Q4 | $1.29M | Buy |
74,048
+21,876
| +42% | +$349K | ﹤0.01% | 3740 |
|
|
2017
Q3 | $904K | Buy |
52,172
+9,667
| +23% | +$164K | ﹤0.01% | 3923 |
|
|
2017
Q2 | $771K | Sell |
42,505
-1,030
| -2% | -$18.9K | ﹤0.01% | 3922 |
|
|
2017
Q1 | $848K | Sell |
43,535
-3,412
| -7% | -$66.8K | ﹤0.01% | 3866 |
|
|
2016
Q4 | $913K | Buy |
46,947
+7,700
| +20% | +$145K | ﹤0.01% | 3772 |
|
|
2016
Q3 | $744K | Buy |
39,247
+23,302
| +146% | +$430K | ﹤0.01% | 3708 |
|
|
2016
Q2 | $309K | Buy |
15,945
+1,200
| +8% | +$21.7K | ﹤0.01% | 4170 |
|
|
2016
Q1 | $246K | Buy |
14,745
+3,795
| +35% | +$52.4K | ﹤0.01% | 4285 |
|
|
2015
Q4 | $192K | Sell |
10,950
-2,472
| -18% | -$47.5K | ﹤0.01% | 4483 |
|
|
2015
Q3 | $287K | Buy |
13,422
+7,014
| +109% | +$159K | ﹤0.01% | 4264 |
|
|
2015
Q2 | $153K | Sell |
6,408
-36,678
| -85% | -$1.04M | ﹤0.01% | 4767 |
|
|
2015
Q1 | $1.26M | Sell |
43,086
-12,133
| -22% | -$391K | ﹤0.01% | 3366 |
|
|
2014
Q4 | $1.97M | Sell |
55,219
-3,447
| -6% | -$118K | ﹤0.01% | 3018 |
|
|
2014
Q3 | $2.14M | Sell |
58,666
-631
| -1% | -$22.4K | ﹤0.01% | 2953 |
|
|
2014
Q2 | $2.03M | Buy |
59,297
+4,629
| +8% | +$156K | ﹤0.01% | 2999 |
|
|
2014
Q1 | $1.69M | Buy |
54,668
+19,703
| +56% | +$569K | ﹤0.01% | 3106 |
|
|
2013
Q4 | $978K | Sell |
34,965
-7,221
| -17% | -$205K | ﹤0.01% | 3431 |
|
|
2013
Q3 | $1.2M | Buy |
42,186
+431
| +1% | +$11.4K | ﹤0.01% | 3244 |
|
|
2013
Q2 | $1.07M | Buy |
+41,755
| New | +$1.08M | ﹤0.01% | 3233 |
|
Wells Fargo's KED Position: Q3 2018 in Review
Wells Fargo sold out of Kayne Anderson Energy (KED) in Q3 2018, closing a stake of 93,392 shares — an estimated $1.62M sold.
Wells Fargo first reported a position in KED in Q2 2013 and held it in 21 quarters. The position peaked at $2.14M in Q3 2014. 0 funds tracked by Wall St. Rank hold KED as of Q3 2018.
- Wells Fargo reported no remaining Kayne Anderson Energy position as of Q3 2018 after selling out during the quarter.
- Wells Fargo sold 93,392 Kayne Anderson Energy shares in Q3 2018, an estimated $1.62M.
- Wells Fargo first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 21 quarters.
- Wells Fargo's Kayne Anderson Energy position peaked at $2.14M in Q3 2014.
- 0 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q3 2018.
Based on Wells Fargo's 13F filing for Q3 2018, filed 2 Nov 2018.