WFG Advisors’s Kayne Anderson Energy KYE Stock Holding History

WFG Advisors’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 Q2	$8K	Sell	750 -100	-12%	-$1.15K	﹤0.01%	1209
2017 Q1	$11K	Hold	850	–	–	﹤0.01%	1061
2016 Q4	$10K	Hold	850	–	–	﹤0.01%	1124
2016 Q3	$10K	Hold	850	–	–	﹤0.01%	1146
2016 Q2	$9K	Sell	850 -2,900	-77%	-$27.7K	﹤0.01%	1135
2016 Q1	$31K	Hold	3,750	–	–	0.01%	791
2015 Q4	$32K	Hold	3,750	–	–	0.01%	782
2015 Q3	$49K	Hold	3,750	–	–	0.02%	648
2015 Q2	$79K	Sell	3,750 -465	-11%	-$11.1K	0.02%	600
2015 Q1	$104K	Sell	4,215 -3,475	-45%	-$88.4K	0.03%	525
2014 Q4	$214K	Buy	7,690 +660	+9%	+$19.3K	0.04%	413
2014 Q3	$224K	Hold	7,030	–	–	0.04%	421
2014 Q2	$228K	Hold	7,030	–	–	0.04%	426
2014 Q1	$192K	Buy	7,030 +415	+6%	+$11.2K	0.04%	442
2013 Q4	$181K	Hold	6,615	–	–	0.03%	551
2013 Q3	$198K	Sell	6,615 -350	-5%	-$10.3K	0.03%	487
2013 Q2	$208K	Buy	+6,965	New	+$207K	0.03%	449

Other funds holding KYE

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's KYE Position: Q2 2017 in Review

WFG Advisors reduced its Kayne Anderson Energy (KYE) stake by 12% in Q2 2017, selling an estimated $1.15K and leaving 750 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

WFG Advisors first reported a position in KYE in Q2 2013 and has held it in 17 quarters since. The position peaked at $228K in Q2 2014. 51 funds tracked by Wall St. Rank hold KYE as of Q2 2017.

WFG Advisors held 750 shares of Kayne Anderson Energy worth $8K as of Q2 2017.
WFG Advisors sold 100 Kayne Anderson Energy shares in Q2 2017, an estimated $1.15K.
Kayne Anderson Energy made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1209 holding.
WFG Advisors first reported a position in Kayne Anderson Energy in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Kayne Anderson Energy position peaked at $228K in Q2 2014.
51 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.