B. Riley Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$1.27K	Buy	151,618 +90,434	+148%	+$820K	﹤0.01%	267
2022 Q1	$564K	Buy	61,184 +24,990	+69%	+$212K	0.04%	306
2021 Q4	$282K	Buy	36,194 +25,363	+234%	+$207K	0.02%	491
2021 Q3	$87K	Buy	+10,831	New	+$86.4K	0.01%	613
2020 Q3	–	Sell	-18,665	Closed	-$99K	–	481
2020 Q2	$99K	Hold	18,665	–	–	0.01%	401
2020 Q1	$68K	Hold	18,665	–	–	0.01%	497
2019 Q4	$260K	Hold	18,665	–	–	0.04%	312
2019 Q3	$270K	Hold	18,665	–	–	0.05%	296
2019 Q2	$286	Hold	18,665	–	–	0.04%	289
2019 Q1	$299K	Sell	18,665 -28,543	-60%	-$448K	0.05%	278
2018 Q4	$650K	Buy	+47,208	New	+$756K	0.14%	161

Other funds holding KYN

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

CAN

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

B. Riley Wealth Management's KYN Position: Q2 2022 in Review

B. Riley Wealth Management increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 148% in Q2 2022, buying an estimated $820K and bringing the position to 151,618 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

B. Riley Wealth Management first reported a position in KYN in Q4 2018 and has held it in 11 quarters since. The position peaked at $650K in Q4 2018. 169 funds tracked by Wall St. Rank hold KYN as of Q2 2022.

B. Riley Wealth Management held 151,618 shares of Kayne Anderson Energy Infrastructure Fund worth $1.27K as of Q2 2022.
B. Riley Wealth Management bought 90,434 Kayne Anderson Energy Infrastructure Fund shares in Q2 2022, an estimated $820K.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #267 holding.
B. Riley Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2018 and has held it in 11 quarters since.
B. Riley Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $650K in Q4 2018.
169 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.