Ford Financial Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Ford Financial 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
2022 Q1	–	Sell	-5,000	Closed	-$38	–	318
2021 Q4	$38	Buy	+5,000	New	+$40.8K	0.01%	239
2021 Q3	–	Sell	-5,000	Closed	-$44K	–	334
2021 Q2	$44K	Sell	5,000 -5,000	-50%	-$40.1K	0.02%	220
2021 Q1	$71K	Hold	10,000	–	–	0.03%	99
2020 Q4	$57K	Hold	10,000	–	–	0.03%	99
2020 Q3	$39K	Hold	10,000	–	–	0.02%	89
2020 Q2	$52K	Hold	10,000	–	–	0.03%	92
2020 Q1	$36K	Buy	+10,000	New	+$108K	0.02%	91
2019 Q3	–	Sell	-11,600	Closed	-$177K	–	93
2019 Q2	$177K	Sell	11,600 -2,250	-16%	-$35.1K	0.12%	82
2019 Q1	$222K	Hold	13,850	–	–	0.16%	58
2018 Q4	$190K	Buy	+13,850	New	+$222K	0.14%	50
2018 Q1	–	Sell	-9,300	Closed	-$179K	–	220
2017 Q4	$179K	Buy	+9,300	New	+$153K	0.13%	47

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

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

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

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

SAM

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

RJA

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

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

Ford Financial Group's KYN Position: Q1 2022 in Review

Ford Financial Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2022, closing a stake of 5,000 shares — an estimated $38 sold.

Ford Financial Group first reported a position in KYN in Q4 2017 and held it in 11 quarters. The position peaked at $222K in Q1 2019. 179 funds tracked by Wall St. Rank hold KYN as of Q1 2022.

Ford Financial Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 5,000 Kayne Anderson Energy Infrastructure Fund shares in Q1 2022, an estimated $38.
Ford Financial Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2017 and held it in 11 quarters.
Ford Financial Group's Kayne Anderson Energy Infrastructure Fund position peaked at $222K in Q1 2019.
179 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.