EHC
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Everett Harris & Co’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Everett Harris & Co’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
2015
Q3 		– Sell
-6,815
Closed -$209K – 242
2015
Q2 		$209K Hold
6,815
– – 0.01% 224
2015
Q1 		$242K Sell
6,815
-1,000
-13% -$35.4K 0.01% 214
2014
Q4 		$298K Buy
7,815
+1,000
+15% +$38.7K 0.01% 196
2014
Q3 		$278K Hold
6,815
– – 0.01% 200
2014
Q2 		$269K Hold
6,815
– – 0.01% 204
2014
Q1 		$250K Hold
6,815
– – 0.01% 206
2013
Q4 		$272K Sell
6,815
-400
-6% -$14.7K 0.01% 191
2013
Q3 		$259K Sell
7,215
-600
-8% -$21.6K 0.01% 182
2013
Q2 		$304K Buy
+7,815
New +$284K 0.01% 175

Other funds holding KYN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCA
Hillview Capital Advisors Wayne, Pennsylvania $18.8M AUM 1.7% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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