Edge Capital Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Edge Capital 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
2020 Q2	–	Sell	-12,136	Closed	-$44K	–	227
2020 Q1	$44K	Hold	12,136	–	–	0.01%	213
2019 Q4	$169K	Hold	12,136	–	–	0.02%	223
2019 Q3	$175K	Hold	12,136	–	–	0.02%	223
2019 Q2	$186K	Hold	12,136	–	–	0.02%	247
2019 Q1	$195K	Hold	12,136	–	–	0.02%	229
2018 Q4	$167K	Buy	+12,136	New	+$194K	0.02%	225

Other funds holding KYN

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJA

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AFG

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

AAM

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Edge Capital Group's KYN Position: Q2 2020 in Review

Edge Capital Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2020, closing a stake of 12,136 shares — an estimated $44K sold.

Edge Capital Group first reported a position in KYN in Q4 2018 and held it in 6 quarters. The position peaked at $195K in Q1 2019. 164 funds tracked by Wall St. Rank hold KYN as of Q2 2020.

Edge Capital Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
Edge Capital Group sold 12,136 Kayne Anderson Energy Infrastructure Fund shares in Q2 2020, an estimated $44K.
Edge Capital Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2018 and held it in 6 quarters.
Edge Capital Group's Kayne Anderson Energy Infrastructure Fund position peaked at $195K in Q1 2019.
164 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2020.

Based on Edge Capital Group's 13F filing for Q2 2020, filed 11 Aug 2020.