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

Almanack 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
2020 Q3	–	Sell	-19,400	Closed	-$102K	–	381
2020 Q2	$102K	Hold	19,400	–	–	0.02%	245
2020 Q1	$70K	Hold	19,400	–	–	0.02%	256
2019 Q4	$270K	Hold	19,400	–	–	0.05%	156
2019 Q3	$281K	Hold	19,400	–	–	0.05%	168
2019 Q2	$297K	Buy	+19,400	New	+$302K	0.07%	137

Other funds holding KYN

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RJA

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

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Almanack Investment Partners's KYN Position: Q3 2020 in Review

Almanack Investment Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2020, closing a stake of 19,400 shares — an estimated $102K sold.

Almanack Investment Partners first reported a position in KYN in Q2 2019 and held it in 5 quarters. The position peaked at $297K in Q2 2019. 164 funds tracked by Wall St. Rank hold KYN as of Q3 2020.

Almanack Investment Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
Almanack Investment Partners sold 19,400 Kayne Anderson Energy Infrastructure Fund shares in Q3 2020, an estimated $102K.
Almanack Investment Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2019 and held it in 5 quarters.
Almanack Investment Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $297K in Q2 2019.
164 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2020.

Based on Almanack Investment Partners's 13F filing for Q3 2020, filed 12 Nov 2020.