Coastal Bridge Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Coastal Bridge 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
2022 Q3	–	Sell	-12,480	Closed	-$105K	–	180
2022 Q2	$105K	Hold	12,480	–	–	0.03%	151
2022 Q1	$115K	Hold	12,480	–	–	0.03%	159
2021 Q4	$97K	Hold	12,480	–	–	0.02%	194
2021 Q3	$100K	Hold	12,480	–	–	0.02%	138
2021 Q2	$111K	Hold	12,480	–	–	0.02%	142
2021 Q1	$89K	Hold	12,480	–	–	0.02%	141
2020 Q4	$72K	Hold	12,480	–	–	0.01%	135
2020 Q3	$50K	Hold	12,480	–	–	0.02%	122
2020 Q2	$66K	Hold	12,480	–	–	0.02%	145
2020 Q1	$45K	Hold	12,480	–	–	0.02%	141
2019 Q4	$174K	Hold	12,480	–	–	0.05%	121
2019 Q3	$180K	Hold	12,480	–	–	0.06%	136
2019 Q2	$191K	Hold	12,480	–	–	0.06%	120
2019 Q1	$200K	Hold	12,480	–	–	0.07%	117
2018 Q4	$172K	Hold	12,480	–	–	0.07%	119
2018 Q3	$223K	Hold	12,480	–	–	0.09%	115
2018 Q2	$235K	Hold	12,480	–	–	0.09%	108
2018 Q1	$206K	Hold	12,480	–	–	0.07%	118
2017 Q4	$244K	Hold	12,480	–	–	0.08%	104
2017 Q3	$227K	Hold	12,480	–	–	0.07%	100
2017 Q2	$235K	Hold	12,480	–	–	0.08%	92
2017 Q1	$262K	Hold	12,480	–	–	0.09%	70
2016 Q4	$244K	Hold	12,480	–	–	0.1%	69
2016 Q3	$257K	Sell	12,480 -1,940	-13%	-$37.9K	0.13%	52
2016 Q2	$293K	Hold	14,420	–	–	0.15%	52
2016 Q1	$239K	Hold	14,420	–	–	0.17%	50
2015 Q4	$249K	Buy	+14,420	New	+$287K	0.14%	51

Other funds holding KYN

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Coastal Bridge Advisors's KYN Position: Q3 2022 in Review

Coastal Bridge Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2022, closing a stake of 12,480 shares — an estimated $105K sold.

Coastal Bridge Advisors first reported a position in KYN in Q4 2015 and held it in 27 quarters. The position peaked at $293K in Q2 2016. 166 funds tracked by Wall St. Rank hold KYN as of Q3 2022.

Coastal Bridge Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 12,480 Kayne Anderson Energy Infrastructure Fund shares in Q3 2022, an estimated $105K.
Coastal Bridge Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2015 and held it in 27 quarters.
Coastal Bridge Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $293K in Q2 2016.
166 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2022.

Based on Coastal Bridge Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.