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Alera Investment Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Alera Investment Advisors’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
2019
Q1 		– Sell
-1,916
Closed -$26K – 1272
2018
Q4 		$26K Buy
+1,916
New +$30.7K 0.02% 245

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Alera Investment Advisors's KYN Position: Q1 2019 in Review

Alera Investment Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2019, closing a stake of 1,916 shares — an estimated $26K sold.

Alera Investment Advisors first reported a position in KYN in Q4 2018 and held it in 1 quarter. The position peaked at $26K in Q4 2018. 205 funds tracked by Wall St. Rank hold KYN as of Q1 2019.

  • Alera Investment Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,916 Kayne Anderson Energy Infrastructure Fund shares in Q1 2019, an estimated $26K.
  • Alera Investment Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $26K in Q4 2018.
  • 205 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.