WIM
KED

Westside Investment Management’s Kayne Anderson Energy KED Stock Holding History

Westside Investment Management’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
2017
Q2 		– Sell
-924
Closed -$18K – 838
2017
Q1 		$18K Sell
924
-1,703
-65% -$33.4K 0.01% 372
2016
Q4 		$45.2K Buy
+2,627
New +$49.5K 0.03% 192

Other funds holding KED

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Westside Investment Management's KED Position: Q2 2017 in Review

Westside Investment Management sold out of Kayne Anderson Energy (KED) in Q2 2017, closing a stake of 924 shares — an estimated $18K sold.

Westside Investment Management first reported a position in KED in Q4 2016 and held it in 2 quarters. The position peaked at $45.2K in Q4 2016. 40 funds tracked by Wall St. Rank hold KED as of Q2 2017.

  • Westside Investment Management reported no remaining Kayne Anderson Energy position as of Q2 2017 after selling out during the quarter.
  • Westside Investment Management sold 924 Kayne Anderson Energy shares in Q2 2017, an estimated $18K.
  • Westside Investment Management first reported a position in Kayne Anderson Energy in Q4 2016 and held it in 2 quarters.
  • Westside Investment Management's Kayne Anderson Energy position peaked at $45.2K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2017.

Based on Westside Investment Management's 13F filing for Q2 2017, filed 15 Aug 2017.