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

Financial Management Professionals’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 Q3	–	Sell	-250	Closed	-$4K	–	329
2019 Q2	$4K	Hold	250	–	–	﹤0.01%	244
2019 Q1	$4K	Hold	250	–	–	﹤0.01%	206
2018 Q4	$3K	Hold	250	–	–	﹤0.01%	211
2018 Q3	$4K	Sell	250 -100	-29%	-$1.87K	﹤0.01%	220
2018 Q2	$7K	Hold	350	–	–	﹤0.01%	179
2018 Q1	$6K	Buy	+350	New	+$6.4K	﹤0.01%	192

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

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

AFG

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

FFA

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

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

SEIA

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

Financial Management Professionals's KYN Position: Q3 2019 in Review

Financial Management Professionals sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2019, closing a stake of 250 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in KYN in Q1 2018 and held it in 6 quarters. The position peaked at $7K in Q2 2018. 191 funds tracked by Wall St. Rank hold KYN as of Q3 2019.

Financial Management Professionals reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2019 after selling out during the quarter.
Financial Management Professionals sold 250 Kayne Anderson Energy Infrastructure Fund shares in Q3 2019, an estimated $4K.
Financial Management Professionals first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2018 and held it in 6 quarters.
Financial Management Professionals's Kayne Anderson Energy Infrastructure Fund position peaked at $7K in Q2 2018.
191 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2019.

Based on Financial Management Professionals's 13F filing for Q3 2019, filed 11 Oct 2019.