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BerganKDV Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

BerganKDV 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
2019
Q4 		– Sell
-992
Closed -$14K – 961
2019
Q3 		$14K Buy
992
+783
+375% +$11.6K ﹤0.01% 473
2019
Q2 		$3K Buy
+209
New +$3.26K ﹤0.01% 639

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BerganKDV Wealth Management's KYN Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2019, closing a stake of 992 shares — an estimated $14K sold.

BerganKDV Wealth Management first reported a position in KYN in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 183 funds tracked by Wall St. Rank hold KYN as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 992 Kayne Anderson Energy Infrastructure Fund shares in Q4 2019, an estimated $14K.
  • BerganKDV Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $14K in Q3 2019.
  • 183 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.