WIM
KYE

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

Westside Investment Management’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
2017
Q1 		– Sell
-817
Closed -$10.1K – 796
2016
Q4 		$10.1K Buy
+817
New +$9.25K 0.01% 398

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
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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Westside Investment Management's KYE Position: Q1 2017 in Review

Westside Investment Management sold out of Kayne Anderson Energy (KYE) in Q1 2017, closing a stake of 817 shares — an estimated $10.1K sold.

Westside Investment Management first reported a position in KYE in Q4 2016 and held it in 1 quarter. The position peaked at $10.1K in Q4 2016. 49 funds tracked by Wall St. Rank hold KYE as of Q1 2017.

  • Westside Investment Management reported no remaining Kayne Anderson Energy position as of Q1 2017 after selling out during the quarter.
  • Westside Investment Management sold 817 Kayne Anderson Energy shares in Q1 2017, an estimated $10.1K.
  • Westside Investment Management first reported a position in Kayne Anderson Energy in Q4 2016 and held it in 1 quarter.
  • Westside Investment Management's Kayne Anderson Energy position peaked at $10.1K in Q4 2016.
  • 49 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2017.

Based on Westside Investment Management's 13F filing for Q1 2017, filed 11 May 2017.