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Baldwin Wealth Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Baldwin Wealth 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
2016
Q4 		– Sell
-450
Closed -$9K – 524
2016
Q3 		$9K Hold
450
– – ﹤0.01% 461
2016
Q2 		$9K Sell
450
-244
-35% -$4.41K ﹤0.01% 403
2016
Q1 		$11K Buy
+694
New +$10K ﹤0.01% 408

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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

Baldwin Wealth Partners's KYN Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2016, closing a stake of 450 shares — an estimated $9K sold.

Baldwin Wealth Partners first reported a position in KYN in Q1 2016 and held it in 3 quarters. The position peaked at $11K in Q1 2016. 171 funds tracked by Wall St. Rank hold KYN as of Q4 2016.

  • Baldwin Wealth Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 450 Kayne Anderson Energy Infrastructure Fund shares in Q4 2016, an estimated $9K.
  • Baldwin Wealth Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $11K in Q1 2016.
  • 171 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.