WFG Advisors’s Kayne Anderson Energy KED Stock Holding History

WFG Advisors’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	-1,233	Closed	-$44K	–	2275
2014 Q4	$44K	Sell	1,233 -5,992	-83%	-$206K	0.01%	933
2014 Q3	$264K	Buy	7,225 +6,921	+2,277%	+$246K	0.05%	387
2014 Q2	$10K	Buy	304 +5	+2%	+$168	﹤0.01%	1509
2014 Q1	$9K	Buy	299 +6	+2%	+$173	﹤0.01%	1504
2013 Q4	$8K	Buy	293 +98	+50%	+$2.78K	﹤0.01%	1657
2013 Q3	$6K	Buy	195 +3	+2%	+$79	﹤0.01%	1711
2013 Q2	$5K	Buy	+192	New	+$4.96K	﹤0.01%	1698

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's KED Position: Q1 2015 in Review

WFG Advisors sold out of Kayne Anderson Energy (KED) in Q1 2015, closing a stake of 1,233 shares — an estimated $44K sold.

WFG Advisors first reported a position in KED in Q2 2013 and held it in 7 quarters. The position peaked at $264K in Q3 2014. 38 funds tracked by Wall St. Rank hold KED as of Q1 2015.

WFG Advisors reported no remaining Kayne Anderson Energy position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 1,233 Kayne Anderson Energy shares in Q1 2015, an estimated $44K.
WFG Advisors first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 7 quarters.
WFG Advisors's Kayne Anderson Energy position peaked at $264K in Q3 2014.
38 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.