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Crestwood Advisors Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-1,073
Closed -$21K – 312
2017
Q1 		$21K Buy
+1,073
New +$22.1K ﹤0.01% 371

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

Crestwood Advisors Group's KYN Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2017, closing a stake of 1,073 shares — an estimated $21K sold.

Crestwood Advisors Group first reported a position in KYN in Q1 2017 and held it in 1 quarter. The position peaked at $21K in Q1 2017. 149 funds tracked by Wall St. Rank hold KYN as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,073 Kayne Anderson Energy Infrastructure Fund shares in Q2 2017, an estimated $21K.
  • Crestwood Advisors Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Kayne Anderson Energy Infrastructure Fund position peaked at $21K in Q1 2017.
  • 149 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.