Claraphi Advisory Network’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Claraphi Advisory Network’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 Q4	$482K	Buy	56,300 +33,468	+147%	+$290K	0.19%	134
2022 Q3	$185K	Sell	22,832 -2,418	-10%	-$21.5K	0.1%	182
2022 Q2	$212K	Buy	25,250 +3,000	+13%	+$27.2K	0.07%	235
2022 Q1	$205K	Buy	+22,250	New	+$189K	0.06%	261

Other funds holding KYN

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $1.09B AUM 23.97% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Claraphi Advisory Network's KYN Position: Q4 2022 in Review

Claraphi Advisory Network increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 147% in Q4 2022, buying an estimated $290K and bringing the position to 56,300 shares worth $482K. The position accounts for 0.19% of the portfolio, ranked #134.

Claraphi Advisory Network first reported a position in KYN in Q1 2022 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold KYN as of Q4 2022.

Claraphi Advisory Network held 56,300 shares of Kayne Anderson Energy Infrastructure Fund worth $482K as of Q4 2022.
Claraphi Advisory Network bought 33,468 Kayne Anderson Energy Infrastructure Fund shares in Q4 2022, an estimated $290K.
Kayne Anderson Energy Infrastructure Fund made up 0.19% of Claraphi Advisory Network's portfolio in Q4 2022, its #134 holding.
Claraphi Advisory Network first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2022 and has held it in 4 quarters since.
192 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.