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Bridgewater Wealth & Financial Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Bridgewater Wealth & Financial 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
2015
Q1 		– Sell
-13,984
Closed -$534K – 85
2014
Q4 		$534K Buy
+13,984
New +$541K 0.22% 61

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

Bridgewater Wealth & Financial Management's KYN Position: Q1 2015 in Review

Bridgewater Wealth & Financial Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2015, closing a stake of 13,984 shares — an estimated $534K sold.

Bridgewater Wealth & Financial Management first reported a position in KYN in Q4 2014 and held it in 1 quarter. The position peaked at $534K in Q4 2014. 187 funds tracked by Wall St. Rank hold KYN as of Q1 2015.

  • Bridgewater Wealth & Financial Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 13,984 Kayne Anderson Energy Infrastructure Fund shares in Q1 2015, an estimated $534K.
  • Bridgewater Wealth & Financial Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2014 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Kayne Anderson Energy Infrastructure Fund position peaked at $534K in Q4 2014.
  • 187 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2015, filed 28 Jul 2015.