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

Crewe 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
2020 Q1	–	Sell	-4,482	Closed	-$62K	–	214
2019 Q4	$62K	Sell	4,482 -7,694	-63%	-$102K	0.03%	102
2019 Q3	$176K	Sell	12,176 -4,161	-25%	-$61.7K	0.08%	62
2019 Q2	$250K	Buy	16,337 +33	+0.2%	+$514	0.08%	77
2019 Q1	$261K	Buy	16,304 +32	+0.2%	+$502	0.08%	49
2018 Q4	$224K	Sell	16,272 -289	-2%	-$4.63K	0.07%	54
2018 Q3	$296K	Buy	16,561 +1,314	+9%	+$24.5K	0.25%	46
2018 Q2	$287K	Hold	15,247	–	–	0.27%	46
2018 Q1	$251K	Sell	15,247 -5,058	-25%	-$92.5K	0.25%	44
2017 Q4	$387K	Buy	+20,305	New	+$334K	0.38%	32

Other funds holding KYN

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

RJA

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

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

AFG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

FFA

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

Crewe Advisors's KYN Position: Q1 2020 in Review

Crewe Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2020, closing a stake of 4,482 shares — an estimated $62K sold.

Crewe Advisors first reported a position in KYN in Q4 2017 and held it in 9 quarters. The position peaked at $387K in Q4 2017. 178 funds tracked by Wall St. Rank hold KYN as of Q1 2020.

Crewe Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
Crewe Advisors sold 4,482 Kayne Anderson Energy Infrastructure Fund shares in Q1 2020, an estimated $62K.
Crewe Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2017 and held it in 9 quarters.
Crewe Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $387K in Q4 2017.
178 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2020.

Based on Crewe Advisors's 13F filing for Q1 2020, filed 7 May 2020.