WEC
KYE

Winslow Evans & Crocker’s Kayne Anderson Energy KYE Stock Holding History

Winslow Evans & Crocker’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
2014
Q1 		– Sell
-36
Closed -$1K – 1435
2013
Q4 		$1K Buy
+36
New +$999 ﹤0.01% 1374

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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Winslow Evans & Crocker's KYE Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Kayne Anderson Energy (KYE) in Q1 2014, closing a stake of 36 shares — an estimated $1K sold.

Winslow Evans & Crocker first reported a position in KYE in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 71 funds tracked by Wall St. Rank hold KYE as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Kayne Anderson Energy position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 36 Kayne Anderson Energy shares in Q1 2014, an estimated $1K.
  • Winslow Evans & Crocker first reported a position in Kayne Anderson Energy in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Kayne Anderson Energy position peaked at $1K in Q4 2013.
  • 71 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.