Ahrens Investment Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Ahrens Investment Partners’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$4.32K	Buy	+500	New	+$4.38K	﹤0.01%	783
2022 Q3	–	Sell	-1,000	Closed	-$8K	–	575
2022 Q2	$8K	Hold	1,000	–	–	﹤0.01%	687
2022 Q1	$9K	Sell	1,000 -1,000	-50%	-$8.5K	﹤0.01%	756
2021 Q4	$16K	Buy	+2,000	New	+$16.3K	0.01%	632
2021 Q3	–	Sell	-17,500	Closed	-$156K	–	229
2021 Q2	$156K	Sell	17,500 -3,000	-15%	-$24.1K	0.07%	224
2021 Q1	$147K	Buy	20,500 +6,500	+46%	+$44.9K	0.07%	197
2020 Q4	$81K	Buy	+14,000	New	+$75K	0.04%	181

Other funds holding KYN

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ahrens Investment Partners's KYN Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2023: 500 shares worth $4.32K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in KYN as recently as Q2 2022.

Ahrens Investment Partners first reported a position in KYN in Q4 2020 and has held it in 7 quarters since. The position peaked at $156K in Q2 2021. 186 funds tracked by Wall St. Rank hold KYN as of Q1 2023.

Ahrens Investment Partners held 500 shares of Kayne Anderson Energy Infrastructure Fund worth $4.32K as of Q1 2023.
Kayne Anderson Energy Infrastructure Fund was a new Ahrens Investment Partners position in Q1 2023.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #783 holding.
Ahrens Investment Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2020 and has held it in 7 quarters since.
Ahrens Investment Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $156K in Q2 2021.
186 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.