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

Family 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
2019
Q1 		– Sell
-20,309
Closed -$279K – 139
2018
Q4 		$279K Buy
+20,309
New +$325K 0.12% 100

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Family Management's KYN Position: Q1 2019 in Review

Family Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2019, closing a stake of 20,309 shares — an estimated $279K sold.

Family Management first reported a position in KYN in Q4 2018 and held it in 1 quarter. The position peaked at $279K in Q4 2018. 205 funds tracked by Wall St. Rank hold KYN as of Q1 2019.

  • Family Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2019 after selling out during the quarter.
  • Family Management sold 20,309 Kayne Anderson Energy Infrastructure Fund shares in Q1 2019, an estimated $279K.
  • Family Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2018 and held it in 1 quarter.
  • Family Management's Kayne Anderson Energy Infrastructure Fund position peaked at $279K in Q4 2018.
  • 205 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2019.

Based on Family Management's 13F filing for Q1 2019, filed 14 May 2019.