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Burt Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Burt Wealth 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
2016
Q2 		– Sell
-250
Closed -$4K – 497
2016
Q1 		$4K Buy
+250
New +$3.6K ﹤0.01% 403

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Burt Wealth Advisors's KYN Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2016, closing a stake of 250 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in KYN in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 156 funds tracked by Wall St. Rank hold KYN as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 Kayne Anderson Energy Infrastructure Fund shares in Q2 2016, an estimated $4K.
  • Burt Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $4K in Q1 2016.
  • 156 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.