First Personal Financial Services’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

First Personal Financial Services’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
2021 Q4	–	Sell	-557	Closed	-$4K	–	354
2021 Q3	$4K	Hold	557	–	–	﹤0.01%	305
2021 Q2	$5K	Hold	557	–	–	﹤0.01%	305
2021 Q1	$4K	Buy	+557	New	+$3.85K	﹤0.01%	291
2017 Q2	–	Sell	-777	Closed	-$16K	–	866
2017 Q1	$16K	Hold	777	–	–	﹤0.01%	610
2016 Q4	$15K	Hold	777	–	–	﹤0.01%	612
2016 Q3	$16K	Buy	+777	New	+$15.2K	﹤0.01%	478

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAN

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Personal Financial Services's KYN Position: Q4 2021 in Review

First Personal Financial Services sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2021, closing a stake of 557 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in KYN in Q3 2016 and held it in 6 quarters. The position peaked at $16K in Q1 2017. 174 funds tracked by Wall St. Rank hold KYN as of Q4 2021.

First Personal Financial Services reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2021 after selling out during the quarter.
First Personal Financial Services sold 557 Kayne Anderson Energy Infrastructure Fund shares in Q4 2021, an estimated $4K.
First Personal Financial Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2016 and held it in 6 quarters.
First Personal Financial Services's Kayne Anderson Energy Infrastructure Fund position peaked at $16K in Q1 2017.
174 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2021.

Based on First Personal Financial Services's 13F filing for Q4 2021, filed 4 Feb 2022.