Cornerstone Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Cornerstone Wealth 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
2019 Q2	–	Sell	-4,752	Closed	-$387K	–	446
2019 Q1	$387K	Buy	+4,752	New	+$74.6K	0.05%	319
2017 Q2	–	Sell	-11,857	Closed	-$254K	–	402
2017 Q1	$254K	Sell	11,857 -4,094	-26%	-$84.3K	0.06%	281
2016 Q4	$319K	Sell	15,951 -868	-5%	-$16.8K	0.1%	198
2016 Q3	$343K	Buy	+16,819	New	+$329K	0.13%	159

Other funds holding KYN

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

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

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

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

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

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cornerstone Wealth Management's KYN Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2019, closing a stake of 4,752 shares — an estimated $387K sold.

Cornerstone Wealth Management first reported a position in KYN in Q3 2016 and held it in 4 quarters. The position peaked at $387K in Q1 2019. 200 funds tracked by Wall St. Rank hold KYN as of Q2 2019.

Cornerstone Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 4,752 Kayne Anderson Energy Infrastructure Fund shares in Q2 2019, an estimated $387K.
Cornerstone Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2016 and held it in 4 quarters.
Cornerstone Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $387K in Q1 2019.
200 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.