Benchmark Capital Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Benchmark Capital 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
2018 Q1	–	Sell	-10,370	Closed	-$198K	–	135
2017 Q4	$198K	Sell	10,370 -3,830	-27%	-$63K	0.15%	119
2017 Q3	$258K	Sell	14,200 -300	-2%	-$5.39K	0.2%	108
2017 Q2	$273K	Hold	14,500	–	–	0.22%	101
2017 Q1	$304K	Sell	14,500 -3,200	-18%	-$65.9K	0.24%	85
2016 Q4	$347K	Sell	17,700 -450	-2%	-$8.71K	0.29%	78
2016 Q3	$374K	Sell	18,150 -500	-3%	-$9.77K	0.28%	80
2016 Q2	$380K	Hold	18,650	–	–	0.31%	77
2016 Q1	$309K	Sell	18,650 -500	-3%	-$7.21K	0.27%	84
2015 Q4	$331K	Sell	19,150 -1,500	-7%	-$29.8K	0.28%	77
2015 Q3	$479K	Sell	20,650 -2,769	-12%	-$76.5K	0.39%	68
2015 Q2	$719K	Sell	23,419 -300	-1%	-$10.2K	0.51%	58
2015 Q1	$842K	Sell	23,719 -3,700	-13%	-$131K	0.55%	52
2014 Q4	$1.05M	Buy	27,419 +3,700	+16%	+$143K	0.7%	45
2014 Q3	$969K	Sell	23,719 -700	-3%	-$27.7K	0.67%	50
2014 Q2	$962K	Buy	24,419 +339	+1%	+$12.6K	0.6%	57
2014 Q1	$884K	Buy	24,080 +200	+0.8%	+$7.44K	0.61%	57
2013 Q4	$952K	Buy	23,880 +300	+1%	+$11K	0.66%	51
2013 Q3	$845K	Buy	23,580 +300	+1%	+$10.8K	0.61%	54
2013 Q2	$905K	Buy	+23,280	New	+$845K	0.7%	47

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 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

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AFG

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Benchmark Capital Advisors's KYN Position: Q1 2018 in Review

Benchmark Capital Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2018, closing a stake of 10,370 shares — an estimated $198K sold.

Benchmark Capital Advisors first reported a position in KYN in Q2 2013 and held it in 19 quarters. The position peaked at $1.05M in Q4 2014. 166 funds tracked by Wall St. Rank hold KYN as of Q1 2018.

Benchmark Capital Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2018 after selling out during the quarter.
Benchmark Capital Advisors sold 10,370 Kayne Anderson Energy Infrastructure Fund shares in Q1 2018, an estimated $198K.
Benchmark Capital Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2013 and held it in 19 quarters.
Benchmark Capital Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $1.05M in Q4 2014.
166 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2018.

Based on Benchmark Capital Advisors's 13F filing for Q1 2018, filed 8 May 2018.