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

Dynasty 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
2018 Q4	–	Sell	-27,049	Closed	-$483K	–	55
2018 Q3	$483K	Buy	27,049 +1,135	+4%	+$21.2K	0.62%	40
2018 Q2	$488K	Buy	+25,914	New	+$471K	1.01%	23

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Dynasty Wealth Management's KYN Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2018, closing a stake of 27,049 shares — an estimated $483K sold.

Dynasty Wealth Management first reported a position in KYN in Q2 2018 and held it in 2 quarters. The position peaked at $488K in Q2 2018. 197 funds tracked by Wall St. Rank hold KYN as of Q4 2018.

Dynasty Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 27,049 Kayne Anderson Energy Infrastructure Fund shares in Q4 2018, an estimated $483K.
Dynasty Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2018 and held it in 2 quarters.
Dynasty Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $488K in Q2 2018.
197 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.