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

Castleview 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
2022
Q1 		– Sell
-520,942
Closed -$66.9K – 877
2021
Q4 		$66.9K Buy
+520,942
New +$4.25M 0.53% 19
2021
Q2 		$328K Buy
+36,926
New +$296K 0.14% 145

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castleview Partners's KYN Position: Q1 2022 in Review

Castleview Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2022, closing a stake of 520,942 shares — an estimated $66.9K sold.

Castleview Partners first reported a position in KYN in Q2 2021 and held it in 2 quarters. The position peaked at $328K in Q2 2021. 179 funds tracked by Wall St. Rank hold KYN as of Q1 2022.

  • Castleview Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 520,942 Kayne Anderson Energy Infrastructure Fund shares in Q1 2022, an estimated $66.9K.
  • Castleview Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $328K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.