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FormulaFolio Investments’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

FormulaFolio Investments’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
Q2 		$1K Hold
60
– – ﹤0.01% 476
2021
Q1 		$0 Buy
+60
New +$415 ﹤0.01% 652

Other funds holding KYN

Morgan Stanley
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

FormulaFolio Investments's KYN Position: Q2 2021 in Review

FormulaFolio Investments held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2021 at 60 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

FormulaFolio Investments first reported a position in KYN in Q1 2021 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold KYN as of Q2 2021.

  • FormulaFolio Investments held 60 shares of Kayne Anderson Energy Infrastructure Fund worth $1K as of Q2 2021.
  • FormulaFolio Investments left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2021.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #476 holding.
  • FormulaFolio Investments first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2021 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.