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

Edge 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
2020
Q4 		– Sell
-40,000
Closed -$160K – 420
2020
Q3 		$160K Sell
40,000
-33,800
-46% -$161K 0.04% 120
2020
Q2 		$390K Buy
+73,800
New +$393K 0.07% 107
2020
Q1 		– Sell
-290,277
Closed -$4.02M – 655
2019
Q4 		$4.02M Buy
290,277
+107,908
+59% +$1.44M 0.8% 36
2019
Q3 		$2.64M Buy
182,369
+180,854
+11,938% +$2.68M 0.61% 39
2019
Q2 		$23K Sell
1,515
-426
-22% -$6.64K 0.01% 327
2019
Q1 		$31K Sell
1,941
-8,290
-81% -$130K 0.01% 283
2018
Q4 		$141K Sell
10,231
-99,714
-91% -$1.6M 0.04% 159
2018
Q3 		$1.96M Sell
109,945
-1,757
-2% -$32.8K 0.47% 35
2018
Q2 		$2.1M Sell
111,702
-7,568
-6% -$138K 0.54% 38
2018
Q1 		$1.96M Sell
119,270
-22,285
-16% -$407K 0.52% 40
2017
Q4 		$2.69M Buy
141,555
+83,170
+142% +$1.37M 0.76% 31
2017
Q3 		$1.06M Sell
58,385
-500
-0.8% -$8.98K 0.32% 49
2017
Q2 		$1.11M Buy
58,885
+11,075
+23% +$214K 0.35% 46
2017
Q1 		$1M Buy
47,810
+3,750
+9% +$77.2K 0.35% 47
2016
Q4 		$862K Buy
44,060
+2,000
+5% +$38.7K 0.33% 58
2016
Q3 		$717K Buy
+42,060
New +$822K 0.3% 58
2015
Q4 		– Sell
-600
Closed -$14K – 475
2015
Q3 		$14K Hold
600
– – 0.01% 261
2015
Q2 		$18K Sell
600
-1,450
-71% -$49.5K 0.01% 253
2015
Q1 		$73K Buy
+2,050
New +$72.5K 0.02% 160

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Edge Wealth Management's KYN Position: Q4 2020 in Review

Edge Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2020, closing a stake of 40,000 shares — an estimated $160K sold.

Edge Wealth Management first reported a position in KYN in Q1 2015 and held it in 19 quarters. The position peaked at $4.02M in Q4 2019. 168 funds tracked by Wall St. Rank hold KYN as of Q4 2020.

  • Edge Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 40,000 Kayne Anderson Energy Infrastructure Fund shares in Q4 2020, an estimated $160K.
  • Edge Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2015 and held it in 19 quarters.
  • Edge Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $4.02M in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.