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Atwood & Palmer’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Atwood & Palmer’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
2015
Q1 		– Sell
-300
Closed -$12K – 338
2014
Q4 		$12K Sell
300
-400
-57% -$15.5K ﹤0.01% 283
2014
Q3 		$29K Hold
700
– – 0.01% 235
2014
Q2 		$28K Buy
+700
New +$26.1K 0.01% 215

Other funds holding KYN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HCA
Hillview Capital Advisors Wayne, Pennsylvania $18.8M AUM 1.7% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
IT
Independence Trust Franklin, Tennessee $90.5M AUM 24.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Atwood & Palmer's KYN Position: Q1 2015 in Review

Atwood & Palmer sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2015, closing a stake of 300 shares — an estimated $12K sold.

Atwood & Palmer first reported a position in KYN in Q2 2014 and held it in 3 quarters. The position peaked at $29K in Q3 2014. 187 funds tracked by Wall St. Rank hold KYN as of Q1 2015.

  • Atwood & Palmer reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2015 after selling out during the quarter.
  • Atwood & Palmer sold 300 Kayne Anderson Energy Infrastructure Fund shares in Q1 2015, an estimated $12K.
  • Atwood & Palmer first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2014 and held it in 3 quarters.
  • Atwood & Palmer's Kayne Anderson Energy Infrastructure Fund position peaked at $29K in Q3 2014.
  • 187 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2015.

Based on Atwood & Palmer's 13F filing for Q1 2015, filed 5 May 2015.