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Forvis Mazars Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Forvis Mazars Wealth Advisors’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
2018
Q3 		– Sell
-15,694
Closed -$296K – 234
2018
Q2 		$296K Hold
15,694
– – 0.03% 195
2018
Q1 		$258K Sell
15,694
-8,007
-34% -$146K 0.03% 204
2017
Q4 		$452K Buy
+23,701
New +$390K 0.05% 159

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KYN Position: Q3 2018 in Review

Forvis Mazars Wealth Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2018, closing a stake of 15,694 shares — an estimated $296K sold.

Forvis Mazars Wealth Advisors first reported a position in KYN in Q4 2017 and held it in 3 quarters. The position peaked at $452K in Q4 2017. 190 funds tracked by Wall St. Rank hold KYN as of Q3 2018.

  • Forvis Mazars Wealth Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 15,694 Kayne Anderson Energy Infrastructure Fund shares in Q3 2018, an estimated $296K.
  • Forvis Mazars Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2017 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $452K in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.