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

First Capital Advisors 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
2023 Q2	$99.1K	Buy	12,168 +3	+0%	+$25	0.05%	214
2023 Q1	$105K	Buy	12,165 +2	+0%	+$18	0.07%	150
2022 Q4	$104K	Sell	12,163 -46	-0.4%	-$399	0.07%	165
2022 Q3	$99K	Sell	12,209 -782	-6%	-$6.97K	0.08%	151
2022 Q2	$109K	Buy	+12,991	New	+$118K	0.07%	162

Other funds holding KYN

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

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

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

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

First Capital Advisors Group's KYN Position: Q2 2023 in Review

First Capital Advisors Group increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.02% in Q2 2023, buying an estimated $25 and bringing the position to 12,168 shares worth $99.1K. The position accounts for 0.05% of the portfolio, ranked #214.

First Capital Advisors Group first reported a position in KYN in Q2 2022 and has held it in 5 quarters since. The position peaked at $109K in Q2 2022. 192 funds tracked by Wall St. Rank hold KYN as of Q2 2023.

First Capital Advisors Group held 12,168 shares of Kayne Anderson Energy Infrastructure Fund worth $99.1K as of Q2 2023.
First Capital Advisors Group bought 3 Kayne Anderson Energy Infrastructure Fund shares in Q2 2023, an estimated $25.
Kayne Anderson Energy Infrastructure Fund made up 0.05% of First Capital Advisors Group's portfolio in Q2 2023, its #214 holding.
First Capital Advisors Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2022 and has held it in 5 quarters since.
First Capital Advisors Group's Kayne Anderson Energy Infrastructure Fund position peaked at $109K in Q2 2022.
192 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.